Avion Wealth

Position in CRM — Salesforce, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in CRM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$42,934

+$8,761 QoQ

Shares Held

230

+78.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Avion Wealth holds $687,793 across 57 Software - Application names. CRM ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	697	$141,616
2	SHOP	Shopify Inc.	1,056	$125,262
3	UBER	Uber Technologies, Inc	984	$70,779
4	CRM	Salesforce, Inc. This page	230	$42,934
5	NOW	ServiceNow, Inc.	407	$42,551
6	ADBE	Adobe Inc.	126	$30,628
7	MSTR	Strategy Inc	156	$19,468
8	SNOW	Snowflake Inc.	129	$19,455

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,934	230	+78.3%	Shares	Sole	2026-05-01
2025-12-31	$34,173	129	+63.3%	Shares	Sole	2026-01-23
2025-09-30	$18,723	79	-24.8%	Shares	Sole	2025-10-24
2025-06-30	$28,632	105	-46.4%	Shares	Sole	2025-07-31
2025-03-31	$52,598	196	0.0%	Shares	Sole	2025-05-09
2024-12-31	$65,528	196	+106.3%	Shares	Sole	2025-01-29
2024-09-30	$26,002	95	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$24,681	96	+52.4%	Shares	Sole	2024-07-26
2024-03-31	$18,974	63	+21.2%	Shares	Sole	2024-05-03
2023-12-31	$13,683	52	-11.9%	Shares	Sole	2024-01-26
2023-09-30	$11,963	59	+28.3%	Shares	Sole	2023-10-20
2023-06-30	$9,717	46	+557.1%	Shares	Sole	2023-07-14
2023-03-31	$1,398	7	0.0%	Shares	Sole	2023-05-05
2022-12-31	$928	7	0.0%	Shares	Sole	2023-01-30
2022-09-30	$1,006	7	-87.7%	Shares	Sole	2022-10-31
2022-06-30	$9,407	57	-85.4%	Shares	Sole	2022-08-11
2020-12-31	$87,009	391	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.