Palumbo Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1846310 GREAT NECK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,149,061

-$540,107 QoQ

Shares Held

13,718

-4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#914

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $9,643,795 across 10 Software - Application names. CRM ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	43,100	$3,110,096
2	CRM	Salesforce, Inc. This page	13,718	$2,149,061
3	NOW	ServiceNow, Inc.	9,720	$965,001
4	SNOW	Snowflake Inc.	3,312	$842,904
5	DDOG	Datadog, Inc.	2,598	$676,415
6	MNDY	monday.com Ltd.	7,855	$568,623
7	WDAY	Workday, Inc.	3,334	$408,148
8	PAYX	Paychex Inc	3,394	$333,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,149,061	13,718	-4.8%	Shares	Defined	2026-08-12
2026-03-31	$2,689,168	14,406	+14.2%	Shares	Defined	2026-05-12
2025-12-31	$3,342,369	12,617	+117.3%	Shares	Defined	2026-01-21
2025-09-30	$1,375,785	5,805	+6.0%	Shares	Defined	2025-11-10
2025-06-30	$1,492,705	5,474	+4.6%	Shares	Sole	2025-07-15
2025-03-31	$1,403,791	5,231	+32.6%	Shares	Sole	2025-04-22
2024-12-31	$1,318,931	3,945	+7.2%	Shares	Sole	2025-01-30
2024-09-30	$1,006,979	3,679	+2.1%	Shares	Sole	2024-10-28
2024-06-30	$926,588	3,604	+26.9%	Shares	Sole	2024-08-02
2024-03-31	$855,050	2,839	+35.2%	Shares	Sole	2024-04-15
2023-12-31	$552,594	2,100	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.