PACES FERRY WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1819919 ATLANTA, GA

Position in CRM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$714,946

-$154,753 QoQ

Shares Held

3,830

+16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

PACES FERRY WEALTH ADVISORS, LLC holds $4,035,292 across 6 Software - Application names. CRM ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	4,476	$1,583,877
2	CRM	Salesforce, Inc. This page	3,830	$714,946
3	CXM	Sprinklr, Inc.	105,481	$632,886
4	NOW	ServiceNow, Inc.	4,292	$448,728
5	ADSK	Autodesk, Inc.	1,462	$350,002
6	SHOP	Shopify Inc.	2,570	$304,853

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$714,946	3,830	+16.7%	Shares	Sole	2026-05-06
2025-12-31	$869,699	3,283	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$794,898	3,354	-4.8%	Shares	Sole	2025-11-14
2025-06-30	$960,959	3,524	-17.8%	Shares	Sole	2025-08-14
2025-03-31	$1,150,727	4,288	+2.3%	Shares	Sole	2025-05-14
2024-12-31	$1,401,177	4,191	-4.0%	Shares	Sole	2025-02-11
2024-09-30	$1,194,470	4,364	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,147,951	4,465	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$1,371,874	4,555	-2.0%	Shares	Sole	2024-05-01
2023-12-31	$1,223,601	4,650	-1.0%	Shares	Sole	2024-02-05
2023-09-30	$952,457	4,697	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$1,009,400	4,778	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$983,916	4,925	+24.3%	Shares	Sole	2023-04-24
2022-12-31	$525,188	3,961	-27.1%	Shares	Sole	2023-01-24
2022-09-30	$782,058	5,437	-0.6%	Shares	Sole	2022-10-13
2022-06-30	$903,098	5,472	+0.2%	Shares	Sole	2022-07-28
2022-03-31	$1,159,267	5,460	-0.4%	Shares	Sole	2022-04-20
2021-12-31	$1,393,648	5,484	-1.4%	Shares	Sole	2022-01-19
2021-09-30	$1,508,796	5,563	-0.5%	Shares	Sole	2021-10-29
2021-06-30	$1,365,957	5,592	-0.7%	Shares	Sole	2021-07-21
2021-03-31	$1,193,039	5,631	-0.4%	Shares	Sole	2021-05-19
2020-12-31	$1,257,517	5,651	-2.9%	Shares	Sole	2021-03-05
2020-09-30	$1,461,928	5,817	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.