IVC Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1842811 SILVERDALE, PA

Position in CRM

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

Position Value

$358,124

-$111,911 QoQ

Shares Held

2,286

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,725

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

IVC Wealth Advisors LLC holds $2,315,161 across 5 Software - Application names. CRM ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	3,575	$732,946
2	FROG	JFrog Ltd	6,103	$554,640
3	SNOW	Snowflake Inc.	1,799	$457,845
4	CRM	Salesforce, Inc. This page	2,286	$358,124
5	PAYX	Paychex Inc	2,152	$211,606

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,124	2,286	-9.2%	Shares	Sole	2026-07-14
2026-03-31	$470,035	2,518	+10.8%	Shares	Sole	2026-04-16
2025-12-31	$601,875	2,272	+5.7%	Shares	Sole	2026-01-16
2025-09-30	$509,550	2,150	+4.9%	Shares	Sole	2025-10-09
2025-06-30	$559,014	2,050	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$552,016	2,057	+18.7%	Shares	Sole	2025-04-08
2024-12-31	$579,393	1,733	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$476,529	1,741	-23.2%	Shares	Sole	2024-10-24
2024-06-30	$582,588	2,266	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$676,149	2,245	-2.1%	Shares	Sole	2024-04-19
2023-12-31	$603,116	2,292	-0.0%	Shares	Sole	2024-01-10
2023-09-30	$464,974	2,293	-0.4%	Shares	Sole	2023-10-05
2023-06-30	$486,531	2,303	-7.6%	Shares	Sole	2023-07-13
2023-03-31	$498,051	2,493	-0.4%	Shares	Sole	2023-04-13
2022-12-31	$331,740	2,502	-4.4%	Shares	Sole	2023-01-17
2022-09-30	$376,429	2,617	+2.5%	Shares	Sole	2022-10-12
2022-06-30	$421,347	2,553	+14.1%	Shares	Sole	2022-07-11
2022-03-31	$475,172	2,238	+24.7%	Shares	Sole	2022-04-27
2021-12-31	$455,909	1,794	+7.0%	Shares	Sole	2022-01-13
2021-09-30	$454,835	1,677	—	Shares	Sole	2021-10-08
No filing history on record for this holder in this stock.