SAX WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$658,128

-$373,783 QoQ

Shares Held

4,201

-24.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,428

of 2,451 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names. CRM ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc.	8,799	$1,004,669
4	CRM	Salesforce, Inc. This page	4,201	$658,128
5	UBER	Uber Technologies, Inc	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$658,128	4,201	-24.0%	Shares	Sole	2026-07-09
2026-03-31	$1,031,911	5,528	-2.3%	Shares	Sole	2026-04-08
2025-12-31	$1,499,390	5,660	+10.4%	Shares	Sole	2026-01-12
2025-09-30	$1,214,625	5,125	+7.4%	Shares	Sole	2025-10-20
2025-06-30	$1,301,549	4,773	+40.6%	Shares	Sole	2025-07-23
2025-03-31	$911,082	3,395	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$1,124,686	3,364	+77.1%	Shares	Sole	2025-01-15
2024-09-30	$519,775	1,899	+102.7%	Shares	Sole	2024-10-17
2024-06-30	$240,902	937	+20.9%	Shares	Sole	2024-07-12
2024-03-31	$233,414	775	-24.2%	Shares	Sole	2024-05-14
2023-06-30	$215,907	1,022	0.0%	Shares	Sole	2023-08-11
2023-03-31	$204,175	1,022	-66.0%	Shares	Sole	2023-05-05
2022-09-30	$432,958	3,010	0.0%	Shares	Sole	2022-11-08
2022-06-30	$496,770	3,010	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$638,446	3,007	+0.5%	Shares	Sole	2022-08-11
2021-12-31	$760,102	2,991	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$810,134	2,987	0.0%	Shares	Sole	2021-12-10
2021-06-30	$729,634	2,987	+0.2%	Shares	Sole	2021-08-12
2021-03-31	$631,796	2,982	+33.7%	Shares	Sole	2021-05-14
2020-12-31	$496,241	2,230	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.