Cerro Pacific Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1842669 San Luis Obispo, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$224,807

-$48,851 QoQ

Shares Held

1,435

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,000

of 2,451 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $1,794,694 across 4 Software - Application names. CRM ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	10,172	$1,000,212
2	ADP	Automatic Data Processing Inc	1,369	$306,587
3	INTU	Intuit Inc.	1,008	$263,088
4	CRM	Salesforce, Inc. This page	1,435	$224,807

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,807	1,435	-2.1%	Shares	Sole	2026-07-15
2026-03-31	$273,658	1,466	+1.5%	Shares	Sole	2026-04-13
2025-12-31	$382,794	1,445	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$345,309	1,457	-9.1%	Shares	Sole	2025-10-28
2025-06-30	$436,849	1,602	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$429,376	1,600	+0.6%	Shares	Sole	2025-04-08
2024-12-31	$531,919	1,591	+1.1%	Shares	Sole	2025-01-17
2024-09-30	$430,545	1,573	0.0%	Shares	Sole	2024-10-09
2024-06-30	$404,418	1,573	-3.1%	Shares	Sole	2024-08-09
2023-03-31	$324,442	1,624	-4.4%	Shares	Sole	2023-05-10
2022-12-31	$225,270	1,699	-3.2%	Shares	Other	2023-01-19
2022-09-30	$252,583	1,756	+3.7%	Shares	Other	2022-10-12
2022-06-30	$279,412	1,693	-0.6%	Shares	Other	2022-07-18
2022-03-31	$361,580	1,703	+13.4%	Shares	Other	2022-04-13
2021-12-31	$381,703	1,502	+4.4%	Shares	Other	2022-01-19
2021-09-30	$390,285	1,439	-0.6%	Shares	Other	2021-11-09
2021-06-30	$353,702	1,448	-14.6%	Shares	Other	2021-08-16
2020-12-31	$377,410	1,696	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.