1900 WEALTH MANAGEMENT LLC

Position in CRM — Salesforce, Inc.

CIK 1791996 SAN ANTONIO, TX

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$297,027

+$93,931 QoQ

Shares Held

1,896

+74.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,858

of 2,465 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

1900 WEALTH MANAGEMENT LLC holds $17,057,028 across 9 Software - Application names. CRM ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDCC	InterDigital, Inc.	46,651	$13,208,297
2	ADBE	Adobe Inc.	5,670	$1,162,463
3	ADSK	Autodesk, Inc.	2,714	$527,655
4	ADP	Automatic Data Processing Inc	2,184	$489,106
5	UBER	Uber Technologies, Inc	6,276	$452,876
6	ROP	Roper Technologies Inc	1,126	$381,027
7	CDNS	Cadence Design Systems Inc	862	$323,525
8	CRM	Salesforce, Inc. This page	1,896	$297,027

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,027	1,896	+74.3%	Shares	Sole	2026-08-04
2026-03-31	$203,096	1,088	-16.1%	Shares	Sole	2026-04-17
2025-12-31	$343,588	1,297	+75.0%	Shares	Sole	2026-01-20
2025-06-30	$202,063	741	-31.4%	Shares	Sole	2025-07-21
2025-03-31	$289,828	1,080	+6.8%	Shares	Sole	2025-04-17
2024-12-31	$338,007	1,011	+18.5%	Shares	Sole	2025-01-28
2024-03-31	$256,906	853	-12.0%	Shares	Sole	2024-04-24
2023-12-31	$254,982	969	-6.6%	Shares	Sole	2024-02-01
2023-06-30	$219,076	1,037	-18.6%	Shares	Sole	2023-07-21
2022-06-30	$210,260	1,274	+8.8%	Shares	Sole	2022-08-01
2022-03-31	$248,626	1,171	0.0%	Shares	Sole	2022-04-27
2021-12-31	$297,586	1,171	+21.7%	Shares	Sole	2022-01-31
2021-09-30	$260,913	962	+4.5%	Shares	Sole	2021-11-01
2021-06-30	$224,972	921	—	Shares	Sole	2021-07-20
No filing history on record for this holder in this stock.