1776 Wealth LLC

Position in CRM — Salesforce, Inc.

CIK 1803140 ATLANTA, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,016,410

-$181,451 QoQ

Shares Held

6,488

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,222

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

1776 Wealth LLC holds $10,207,107 across 5 Software - Application names. CRM ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	36,228	$7,427,464
2	CRM	Salesforce, Inc. This page	6,488	$1,016,410
3	SHOP	Shopify Inc.	7,630	$871,193
4	HUBS	Hubspot Inc	3,185	$581,294
5	NOW	ServiceNow, Inc.	3,130	$310,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,410	6,488	+1.1%	Shares	Sole	2026-08-10
2026-03-31	$1,197,861	6,417	-2.3%	Shares	Sole	2026-05-08
2025-12-31	$1,739,663	6,567	-0.7%	Shares	Sole	2026-02-11
2025-09-30	$1,566,570	6,610	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$1,815,024	6,656	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$1,781,910	6,640	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$2,228,643	6,666	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,824,550	6,666	-2.9%	Shares	Sole	2024-11-06
2024-06-30	$1,764,734	6,864	+3.2%	Shares	Sole	2024-08-13
2024-03-31	$2,002,244	6,648	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$1,758,038	6,681	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,354,773	6,681	0.0%	Shares	Sole	2023-11-02
2023-06-30	$1,411,428	6,681	+5.3%	Shares	Sole	2023-08-02
2023-03-31	$1,267,604	6,345	+13.5%	Shares	Sole	2023-05-09
2022-12-31	$741,178	5,590	-1.3%	Shares	Sole	2023-02-15
2022-09-30	$814,422	5,662	+9.7%	Shares	Sole	2022-11-10
2022-06-30	$851,936	5,162	+27.1%	Shares	Sole	2022-07-29
2022-03-31	$862,443	4,062	+106.9%	Shares	Sole	2022-05-16
2021-12-31	$498,857	1,963	+9.4%	Shares	Sole	2022-01-31
2021-09-30	$486,839	1,795	+17.9%	Shares	Sole	2021-10-21
2021-06-30	$372,023	1,523	+7.0%	Shares	Sole	2021-08-03
2021-03-31	$301,491	1,423	-2.4%	Shares	Sole	2021-05-10
2020-12-31	$324,448	1,458	+1.3%	Shares	Sole	2021-02-12
2020-09-30	$361,649	1,439	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$270,317	1,443	+477.2%	Shares	Sole	2020-08-04
2020-03-31	$35,995	250	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.