AAFMAA Wealth Management & Trust LLC
Position in CRM — Salesforce, Inc.
CIK 1846160
FAYETTEVILLE, NC
Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$234,519
-$735,604 QoQ
Shares Held
1,497
-71.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,975
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $234,519 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,497 | $234,519 |
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,519 | 1,497 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $970,123 | 5,197 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,446,408 | 5,460 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,230,978 | 5,194 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,408,989 | 5,167 | Shares | Other | 2025-07-16 | |
| 2025-03-31 | $1,948,292 | 7,260 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,227,640 | 6,663 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,222,251 | 8,119 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,039,573 | 7,933 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,997,425 | 6,632 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,029,521 | 26,714 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,337,980 | 26,324 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,483,041 | 25,954 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,526,313 | 27,662 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,548,903 | 26,766 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,049,095 | 28,150 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,768,995 | 28,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,967,041 | 28,104 | Shares | Sole | 2022-07-19 | |
| 2021-12-31 | $5,779,678 | 22,743 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,915,874 | 14,438 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,334,206 | 30,025 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,617,150 | 35,952 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,708,784 | 25,654 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||