Tranquility Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1783773 Brentwood, TN

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$318,646

-$149,522 QoQ

Shares Held

2,034

-18.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,810

of 2,450 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Tranquility Partners, LLC holds $1,495,783 across 4 Software - Application names. CRM ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,374	$515,689
2	ROP	Roper Technologies Inc	1,072	$362,754
3	CRM	Salesforce, Inc. This page	2,034	$318,646
4	SHOP	Shopify Inc.	2,616	$298,694

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,646	2,034	-18.9%	Shares	Sole	2026-07-23
2026-03-31	$468,168	2,508	-3.7%	Shares	Sole	2026-04-20
2025-12-31	$690,090	2,605	-21.5%	Shares	Sole	2026-02-03
2025-09-30	$786,366	3,318	+7.8%	Shares	Sole	2025-10-30
2025-06-30	$839,067	3,077	0.0%	Shares	Sole	2025-07-25
2025-03-31	$825,743	3,077	+0.5%	Shares	Sole	2025-04-24
2024-12-31	$1,024,052	3,063	+3.0%	Shares	Sole	2025-01-29
2024-09-30	$814,013	2,974	0.0%	Shares	Sole	2024-11-07
2024-06-30	$764,615	2,974	0.0%	Shares	Sole	2024-07-25
2024-03-31	$895,709	2,974	+1.1%	Shares	Sole	2024-05-07
2023-12-31	$774,157	2,942	+0.7%	Shares	Sole	2024-01-31
2023-09-30	$592,725	2,923	0.0%	Shares	Sole	2023-10-31
2023-06-30	$617,512	2,923	0.0%	Shares	Sole	2023-07-17
2023-03-31	$583,956	2,923	0.0%	Shares	Sole	2023-05-08
2022-12-31	$387,560	2,923	-49.5%	Shares	Sole	2023-02-02
2022-09-30	$831,826	5,783	+27.1%	Shares	Sole	2022-11-01
2022-06-30	$751,097	4,551	+1.1%	Shares	Sole	2022-08-01
2022-03-31	$955,652	4,501	+1.2%	Shares	Sole	2022-04-29
2021-12-31	$1,130,116	4,447	+1.3%	Shares	Sole	2022-01-31
2021-09-30	$1,190,113	4,388	+13.9%	Shares	Sole	2021-10-20
2021-06-30	$941,416	3,854	+1.0%	Shares	Sole	2021-07-23
2021-03-31	$808,072	3,814	+0.4%	Shares	Sole	2021-04-30
2020-12-31	$845,168	3,798	0.0%	Shares	Sole	2021-01-29
2020-09-30	$954,513	3,798	-9.0%	Shares	Sole	2020-11-10
2020-06-30	$782,102	4,175	+53.2%	Shares	Sole	2020-07-29
2020-03-31	$392,345	2,725	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.