Continuum Advisory, LLC

Position in CRM — Salesforce, Inc.

CIK 1846532 EAGLE, ID

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$349,978

-$982,845 QoQ

Shares Held

2,234

-68.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,744

of 2,443 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Continuum Advisory, LLC holds $20,758,523 across 52 Software - Application names. CRM ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	21,920	$5,721,120
2	ADBE	Adobe Inc.	21,273	$4,361,390
3	ZM	Zoom Communications, Inc.	45,429	$3,920,976
4	PTC	Ptc Inc.	33,996	$3,862,285
5	CDNS	Cadence Design Systems Inc	2,548	$956,315
6	UBER	Uber Technologies, Inc	4,905	$353,944
7	CRM	Salesforce, Inc. This page	2,234	$349,978
8	NOW	ServiceNow, Inc.	3,506	$348,075

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,978	2,234	-68.7%	Shares	Sole	2026-08-06
2026-03-31	$1,332,823	7,140	-72.4%	Shares	Sole	2026-04-22
2025-12-31	$6,846,069	25,843	+16.3%	Shares	Sole	2026-02-11
2025-09-30	$5,267,088	22,224	+10.1%	Shares	Sole	2025-10-20
2025-06-30	$5,503,156	20,181	+423.6%	Shares	Sole	2025-08-13
2025-03-31	$1,034,259	3,854	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$1,294,191	3,871	+5.3%	Shares	Sole	2025-02-18
2024-09-30	$1,005,884	3,675	+14.1%	Shares	Sole	2024-11-15
2024-06-30	$828,376	3,222	+6.9%	Shares	Sole	2024-07-19
2024-03-31	$908,057	3,015	-6.5%	Shares	Sole	2024-05-13
2023-12-31	$848,100	3,223	+127.5%	Shares	Sole	2024-02-14
2023-09-30	$287,339	1,417	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$301,890	1,429	-3.6%	Shares	Sole	2023-12-13
2023-03-31	$296,073	1,482	+70.9%	Shares	Sole	2023-12-13
2021-12-31	$220,330	867	—	Shares	Sole	2023-12-13
No filing history on record for this holder in this stock.