Red Door Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1783599 Memphis, TN

Position in CRM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,070,966

-$644,131 QoQ

Shares Held

25,986

+2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#706

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Red Door Wealth Management, LLC holds $8,068,703 across 7 Software - Application names. CRM ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	25,986	$4,070,966
2	ADBE	Adobe Inc.	11,879	$2,435,432
3	INTU	Intuit Inc.	1,576	$411,336
4	SAP	Sap SE	2,039	$314,230
5	NOW	ServiceNow, Inc.	3,092	$306,973
6	WDAY	Workday, Inc.	2,366	$289,645
7	PAYX	Paychex Inc	2,442	$240,121

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,070,966	25,986	+2.9%	Shares	Sole	2026-07-13
2026-03-31	$4,715,097	25,259	-1.4%	Shares	Sole	2026-04-22
2025-12-31	$6,786,199	25,617	-2.7%	Shares	Sole	2026-01-20
2025-09-30	$6,240,921	26,333	+6.5%	Shares	Sole	2025-10-10
2025-06-30	$6,742,805	24,727	+10.9%	Shares	Sole	2025-07-22
2025-03-31	$5,986,038	22,306	+7.9%	Shares	Sole	2025-04-25
2024-12-31	$6,913,944	20,680	+7.5%	Shares	Sole	2025-01-17
2024-09-30	$5,263,169	19,229	+8.9%	Shares	Sole	2024-10-16
2024-06-30	$4,538,329	17,652	+13.1%	Shares	Sole	2024-07-17
2024-03-31	$4,699,612	15,604	+7.2%	Shares	Sole	2024-04-17
2023-12-31	$3,831,318	14,560	+7.1%	Shares	Sole	2024-01-17
2023-09-30	$2,756,591	13,594	-19.6%	Shares	Sole	2023-10-19
2023-06-30	$3,573,462	16,915	+36.5%	Shares	Sole	2023-08-07
2023-03-31	$2,476,472	12,396	+1.6%	Shares	Sole	2023-05-08
2022-12-31	$1,617,730	12,201	-1.6%	Shares	Sole	2023-01-23
2022-09-30	$1,782,896	12,395	+7.6%	Shares	Sole	2022-10-13
2022-06-30	$1,901,425	11,521	+11.3%	Shares	Sole	2022-07-13
2022-03-31	$2,198,148	10,353	+14.3%	Shares	Sole	2022-04-20
2021-12-31	$2,300,893	9,054	+10.1%	Shares	Sole	2022-02-14
2021-09-30	$2,230,242	8,223	+15.7%	Shares	Sole	2021-10-14
2021-06-30	$1,736,026	7,107	+19.6%	Shares	Sole	2021-07-29
2021-03-31	$1,259,355	5,944	+32.0%	Shares	Sole	2021-04-27
2020-12-31	$1,002,275	4,504	+2097.1%	Shares	Sole	2021-01-12
2020-06-30	$38,402	205	0.0%	Shares	Sole	2020-07-07
2020-03-31	$29,515	205	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.