ACT WEALTH MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 1814191 PLANO, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$595,777

+$96,622 QoQ

Shares Held

3,803

+42.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#1,483

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ACT WEALTH MANAGEMENT, LLC holds $1,158,109 across 3 Software - Application names. CRM ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,803	$595,777
2	INTU	Intuit Inc.	1,245	$324,945
3	ADP	Automatic Data Processing Inc	1,060	$237,387

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,777	3,803	+42.2%	Shares	Sole	2026-07-08
2026-03-31	$499,155	2,674	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.