Walkner Condon Financial Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1817494 MADISON, WI

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$268,985

-$96,888 QoQ

Shares Held

1,717

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,897

of 2,451 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Walkner Condon Financial Advisors LLC holds $839,807 across 3 Software - Application names. CRM ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,538	$344,435
2	CRM	Salesforce, Inc. This page	1,717	$268,985
3	SAP	Sap SE	1,469	$226,387

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,985	1,717	-12.4%	Shares	Sole	2026-07-27
2026-03-31	$365,873	1,960	-8.8%	Shares	Sole	2026-04-28
2025-12-31	$569,291	2,149	+1.7%	Shares	Sole	2026-01-21
2025-09-30	$500,781	2,113	-6.8%	Shares	Sole	2025-10-29
2025-06-30	$617,915	2,266	+3.0%	Shares	Sole	2025-08-06
2025-03-31	$590,392	2,200	+3.1%	Shares	Sole	2025-04-23
2024-12-31	$713,125	2,133	+1.9%	Shares	Sole	2025-01-30
2024-09-30	$572,875	2,093	-0.0%	Shares	Sole	2024-10-31
2024-06-30	$538,367	2,094	-17.9%	Shares	Sole	2024-08-09
2024-03-31	$767,707	2,549	+1.9%	Shares	Sole	2024-04-23
2023-12-31	$658,113	2,501	-5.0%	Shares	Sole	2024-01-24
2023-09-30	$533,919	2,633	+2.9%	Shares	Sole	2023-10-19
2023-06-30	$540,614	2,559	-1.5%	Shares	Sole	2023-07-21
2023-03-31	$519,228	2,599	+2.0%	Shares	Sole	2023-04-21
2022-12-31	$337,839	2,548	-0.3%	Shares	Sole	2023-01-26
2022-09-30	$367,511	2,555	+0.8%	Shares	Sole	2022-10-28
2022-06-30	$418,211	2,534	+12.5%	Shares	Sole	2022-08-04
2022-03-31	$478,144	2,252	+3.6%	Shares	Sole	2022-05-03
2021-12-31	$552,224	2,173	-3.8%	Shares	Sole	2022-02-11
2021-09-30	$612,957	2,260	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.