CATALYST PRIVATE WEALTH, LLC

Position in CRM — Salesforce, Inc.

CIK 1831193 SAN MATEO, CA

Position in CRM

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

Position Value

$393,373

-$57,435 QoQ

Shares Held

2,511

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,692

of 2,457 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CATALYST PRIVATE WEALTH, LLC holds $9,837,348 across 6 Software - Application names. CRM ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEAM	Atlassian Corp	106,088	$8,252,585
2	UBER	Uber Technologies, Inc	6,647	$479,647
3	CRM	Salesforce, Inc. This page	2,511	$393,373
4	LYFT	Lyft, Inc.	23,190	$338,805
5	SNOW	Snowflake Inc.	1,086	$276,387
6	ASAN	Asana, Inc.	13,793	$96,551

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,373	2,511	+4.0%	Shares	Sole	2026-07-21
2026-03-31	$450,808	2,415	-6.3%	Shares	Sole	2026-04-13
2025-12-31	$682,937	2,578	+3.0%	Shares	Sole	2026-01-14
2025-09-30	$593,211	2,503	+3.0%	Shares	Sole	2025-10-07
2025-06-30	$662,909	2,431	-14.9%	Shares	Sole	2025-07-09
2025-03-31	$766,704	2,857	+19.2%	Shares	Sole	2025-04-08
2024-12-31	$801,054	2,396	-5.0%	Shares	Sole	2025-01-13
2024-09-30	$690,570	2,523	0.0%	Shares	Sole	2024-10-30
2024-06-30	$648,663	2,523	+26.7%	Shares	Sole	2024-07-24
2024-03-31	$599,649	1,991	-7.3%	Shares	Sole	2024-04-11
2023-12-31	$565,224	2,148	+0.5%	Shares	Sole	2024-01-08
2023-09-30	$433,340	2,137	+1.2%	Shares	Sole	2023-10-24
2023-06-30	$445,969	2,111	-24.2%	Shares	Sole	2023-07-18
2023-03-31	$556,187	2,784	-5.1%	Shares	Sole	2023-04-20
2022-12-31	$388,886	2,933	+43.7%	Shares	Sole	2023-01-23
2022-09-30	$293,577	2,041	-0.4%	Shares	Sole	2022-10-12
2022-06-30	$338,332	2,050	+6.4%	Shares	Sole	2022-07-22
2022-03-31	$408,928	1,926	-2.6%	Shares	Sole	2022-04-18
2021-12-31	$502,669	1,978	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$536,201	1,977	+0.1%	Shares	Sole	2021-10-22
2021-06-30	$482,433	1,975	-14.7%	Shares	Sole	2021-07-19
2021-03-31	$490,479	2,315	+2.2%	Shares	Sole	2021-05-13
2020-12-31	$504,030	2,265	0.0%	Shares	Sole	2021-03-05
2020-09-30	$569,239	2,265	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.