Octavia Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1841259 CINCINNATI, OH

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$263,345

-$390,746 QoQ

Shares Held

1,681

-52.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,917

of 2,457 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,005,076 across 3 Software - Application names. CRM ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,695	$536,075
2	CRM	Salesforce, Inc. This page	1,681	$263,345
3	UBER	Uber Technologies, Inc	2,850	$205,656

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,345	1,681	-52.0%	Shares	Sole	2026-07-14
2026-03-31	$654,091	3,504	-12.4%	Shares	Sole	2026-04-10
2025-12-31	$1,059,110	3,998	-4.4%	Shares	Sole	2026-01-23
2025-09-30	$991,608	4,184	+0.9%	Shares	Sole	2025-10-28
2025-06-30	$1,130,572	4,146	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$1,117,987	4,166	+0.7%	Shares	Sole	2025-04-14
2024-12-31	$1,383,791	4,139	-1.4%	Shares	Sole	2025-01-17
2024-09-30	$1,148,487	4,196	+3.7%	Shares	Sole	2024-10-10
2024-06-30	$1,040,740	4,048	+6.4%	Shares	Sole	2024-08-02
2024-03-31	$1,145,989	3,805	-21.9%	Shares	Sole	2024-04-15
2023-12-31	$1,281,754	4,871	-2.0%	Shares	Sole	2024-01-30
2023-09-30	$1,007,816	4,970	+2.1%	Shares	Sole	2023-10-30
2023-06-30	$1,028,624	4,869	+16.1%	Shares	Sole	2023-07-18
2023-03-31	$837,677	4,193	+1.9%	Shares	Sole	2023-04-20
2022-12-31	$545,740	4,116	+0.4%	Shares	Sole	2023-01-19
2022-09-30	$589,887	4,101	+1.3%	Shares	Sole	2022-10-17
2022-06-30	$668,081	4,048	+17.5%	Shares	Sole	2022-07-18
2022-03-31	$731,654	3,446	-6.1%	Shares	Sole	2022-04-20
2021-12-31	$932,402	3,669	+22.5%	Shares	Sole	2022-01-28
2021-09-30	$812,575	2,996	-6.2%	Shares	Sole	2021-11-12
2021-06-30	$780,442	3,195	+13.9%	Shares	Sole	2021-07-26
2021-03-31	$594,295	2,805	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.