Sound View Wealth Advisors Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1784777 SAVANNAH, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,045,392

-$24,040 QoQ

Shares Held

6,673

+16.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,208

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Technology · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,402,406 across 10 Software - Application names. CRM ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	15,371	$3,442,335
2	WDAY	Workday, Inc.	9,904	$1,212,447
3	CRM	Salesforce, Inc. This page	6,673	$1,045,392
4	PAYX	Paychex Inc	9,728	$956,554
5	SHOP	Shopify Inc.	7,354	$839,679
6	DDOG	Datadog, Inc.	3,170	$825,341
7	SNOW	Snowflake Inc.	1,364	$347,138
8	CDNS	Cadence Design Systems Inc	769	$288,621

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045,392	6,673	+16.5%	Shares	Sole	2026-08-11
2026-03-31	$1,069,432	5,729	-4.1%	Shares	Sole	2026-05-06
2025-12-31	$1,583,102	5,976	+1.5%	Shares	Sole	2026-01-08
2025-09-30	$1,395,693	5,889	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$1,602,326	5,876	-7.1%	Shares	Sole	2025-08-07
2025-03-31	$1,697,377	6,325	-13.9%	Shares	Sole	2025-05-08
2024-12-31	$2,455,319	7,344	-41.2%	Shares	Sole	2025-02-07
2024-09-30	$3,417,543	12,486	+26.0%	Shares	Sole	2024-11-12
2024-06-30	$2,547,603	9,909	+5.6%	Shares	Sole	2024-08-05
2024-03-31	$2,826,875	9,386	+19.3%	Shares	Sole	2024-05-09
2023-12-31	$2,070,122	7,867	+6.4%	Shares	Sole	2024-02-08
2023-09-30	$1,499,963	7,397	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$1,561,211	7,390	-8.9%	Shares	Sole	2023-08-08
2023-03-31	$1,619,816	8,108	+3.1%	Shares	Sole	2023-05-12
2022-12-31	$1,043,085	7,867	-13.6%	Shares	Sole	2024-02-13
2022-09-30	$1,310,238	9,109	-1.7%	Shares	Sole	2022-11-08
2022-06-30	$1,529,260	9,266	+12.8%	Shares	Sole	2022-08-05
2022-03-31	$1,744,208	8,215	+59.4%	Shares	Sole	2022-05-11
2021-12-31	$1,309,786	5,154	+15.0%	Shares	Sole	2022-01-20
2021-09-30	$1,215,065	4,480	+7.5%	Shares	Sole	2021-10-21
2021-06-30	$1,017,873	4,167	+12.3%	Shares	Sole	2021-07-21
2021-03-31	$786,461	3,712	+16.5%	Shares	Sole	2021-04-28
2020-12-31	$708,758	3,185	-1.1%	Shares	Sole	2021-02-02
2020-09-30	$809,501	3,221	-6.0%	Shares	Sole	2020-11-09
2020-06-30	$642,167	3,428	+91.0%	Shares	Sole	2020-08-07
2020-03-31	$258,444	1,795	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.