Sculati Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1803397 Bloomfield Hills, MI

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,568,323

-$328,617 QoQ

Shares Held

10,011

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,039

of 2,451 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sculati Wealth Management, LLC holds $4,231,869 across 3 Software - Application names. CRM ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	19,033	$1,889,596
2	CRM	Salesforce, Inc. This page	10,011	$1,568,323
3	ADBE	Adobe Inc.	3,775	$773,950

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,568,323	10,011	-1.5%	Shares	Sole	2026-07-21
2026-03-31	$1,896,940	10,162	+4.0%	Shares	Sole	2026-04-09
2025-12-31	$2,588,435	9,771	-2.5%	Shares	Sole	2026-02-05
2025-09-30	$2,374,977	10,021	-0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,733,171	10,023	-1.1%	Shares	Sole	2025-08-08
2025-03-31	$2,719,291	10,133	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$3,391,109	10,143	-0.7%	Shares	Sole	2025-02-26
2024-09-30	$2,796,768	10,218	+0.1%	Shares	Sole	2025-02-26
2024-06-30	$2,624,219	10,207	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$3,058,181	10,154	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,670,607	10,149	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$2,063,489	10,176	+5.0%	Shares	Sole	2023-11-09
2023-06-30	$2,047,954	9,694	-0.8%	Shares	Sole	2023-08-11
2023-03-31	$1,951,850	9,770	+6.3%	Shares	Sole	2023-05-05
2022-12-31	$1,218,104	9,187	+85.0%	Shares	Sole	2023-02-10
2022-09-30	$714,165	4,965	+38.9%	Shares	Sole	2022-11-15
2022-06-30	$590,018	3,575	+284.8%	Shares	Sole	2022-08-09
2021-12-31	$236,086	929	0.0%	Shares	Sole	2022-02-07
2021-09-30	$251,963	929	+2.5%	Shares	Sole	2021-11-02
2021-06-30	$221,308	906	+0.7%	Shares	Sole	2021-08-13
2020-12-31	$200,277	900	0.0%	Shares	Sole	2021-02-10
2020-09-30	$226,188	900	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.