Golden State Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1776033 SANTA ANA, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$157,286

-$19,863 QoQ

Shares Held

1,004

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#603

of 743 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $3,102,387 across 31 Software - Application names. CRM ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	23,141	$2,011,647
2	UBER	Uber Technologies, Inc	2,739	$197,646
3	CRM	Salesforce, Inc. This page	1,004	$157,286
4	SHOP	Shopify Inc.	1,116	$127,424
5	ADBE	Adobe Inc.	590	$120,961
6	INTU	Intuit Inc.	436	$113,796
7	NOW	ServiceNow, Inc.	718	$71,283
8	ADP	Automatic Data Processing Inc	309	$69,200

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,286	1,004	+5.8%	Shares	Sole	2026-07-22
2026-03-31	$177,149	949	0.0%	Shares	Sole	2026-04-28
2025-12-31	$251,399	949	-18.3%	Shares	Sole	2026-02-13
2025-09-30	$275,157	1,161	-35.8%	Shares	Sole	2025-11-03
2025-06-30	$493,296	1,809	-6.3%	Shares	Sole	2025-08-06
2025-03-31	$518,203	1,931	+23.7%	Shares	Sole	2025-04-24
2024-12-31	$521,889	1,561	-52.7%	Shares	Sole	2025-01-28
2022-03-31	$700,019	3,297	-32.5%	Shares	Sole	2022-05-19
2021-12-31	$1,241,170	4,884	+33.9%	Shares	Sole	2022-02-14
2021-09-30	$989,410	3,648	-24.4%	Shares	Sole	2021-11-15
2021-06-30	$1,178,358	4,824	+45.7%	Shares	Sole	2021-08-12
2021-03-31	$701,289	3,310	-22.6%	Shares	Sole	2021-05-14
2020-12-31	$951,760	4,277	+184.8%	Shares	Sole	2021-01-28
2020-09-30	$377,482	1,502	-30.8%	Shares	Sole	2020-11-12
2020-06-30	$406,880	2,172	+13.2%	Shares	Sole	2020-08-13
2020-03-31	$276,297	1,919	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.