Regent Peak Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1803329 ATLANTA, GA

Position in CRM

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

Position Value

$216,660

-$12,197 QoQ

Shares Held

1,383

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,018

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $2,001,351 across 6 Software - Application names. CRM ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,697	$636,918
2	ADP	Automatic Data Processing Inc	2,121	$474,997
3	INTU	Intuit Inc.	899	$234,639
4	ADBE	Adobe Inc.	1,130	$231,672
5	CRM	Salesforce, Inc. This page	1,383	$216,660
6	DDOG	Datadog, Inc.	793	$206,465

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,660	1,383	+12.8%	Shares	Sole	2026-07-10
2026-03-31	$228,857	1,226	-43.3%	Shares	Sole	2026-04-14
2025-12-31	$573,000	2,163	+4.3%	Shares	Sole	2026-01-08
2025-09-30	$491,538	2,074	-13.2%	Shares	Sole	2025-10-16
2025-03-31	$641,380	2,390	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$818,105	2,447	+3.6%	Shares	Sole	2025-01-07
2024-09-30	$646,776	2,363	+4.2%	Shares	Sole	2024-10-16
2024-06-30	$582,845	2,267	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$686,991	2,281	-4.0%	Shares	Sole	2024-05-01
2023-12-31	$624,957	2,375	-0.3%	Shares	Sole	2024-01-23
2023-09-30	$482,819	2,381	+2.1%	Shares	Sole	2023-11-03
2023-06-30	$492,447	2,331	-1.9%	Shares	Sole	2023-07-19
2023-03-31	$474,477	2,375	+22.5%	Shares	Sole	2023-04-24
2022-12-31	$257,092	1,939	-5.6%	Shares	Sole	2023-02-08
2022-09-30	$295,447	2,054	-10.9%	Shares	Sole	2022-11-14
2022-06-30	$380,252	2,304	+9.5%	Shares	Sole	2022-08-11
2022-03-31	$446,721	2,104	+0.9%	Shares	Sole	2022-05-03
2021-12-31	$530,115	2,086	+11.9%	Shares	Sole	2022-02-11
2021-09-30	$505,554	1,864	-0.3%	Shares	Sole	2021-11-08
2021-06-30	$456,540	1,869	+0.9%	Shares	Sole	2021-08-16
2021-03-31	$392,595	1,853	-7.4%	Shares	Sole	2021-04-28
2020-12-31	$445,282	2,001	+19.2%	Shares	Sole	2021-02-12
2020-09-30	$421,966	1,679	+10.5%	Shares	Sole	2020-11-04
2020-06-30	$284,554	1,519	-4.7%	Shares	Sole	2020-08-05
2020-03-31	$229,504	1,594	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.