ENCOMPASS WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1849614 PORTLAND, OR

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$268,045

-$51,907 QoQ

Shares Held

1,711

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,907

of 2,457 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ENCOMPASS WEALTH ADVISORS, LLC holds $2,082,051 across 3 Software - Application names. CRM ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	4,720	$1,597,200
2	CRM	Salesforce, Inc. This page	1,711	$268,045
3	RNG	RingCentral, Inc.	5,562	$216,806

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,045	1,711	-0.2%	Shares	Sole	2026-07-21
2026-03-31	$319,952	1,714	-5.6%	Shares	Sole	2026-04-21
2025-12-31	$480,811	1,815	+6.1%	Shares	Sole	2026-01-22
2025-09-30	$405,507	1,711	-0.2%	Shares	Sole	2025-10-22
2025-06-30	$467,663	1,715	+0.2%	Shares	Sole	2025-07-16
2025-03-31	$459,163	1,711	-1.9%	Shares	Sole	2025-04-22
2024-12-31	$583,071	1,744	+0.8%	Shares	Sole	2025-01-28
2024-09-30	$473,792	1,731	-12.3%	Shares	Sole	2024-11-05
2024-06-30	$507,258	1,973	+2.5%	Shares	Sole	2024-08-08
2024-03-31	$579,470	1,924	0.0%	Shares	Sole	2024-05-13
2023-12-31	$506,281	1,924	0.0%	Shares	Sole	2024-02-13
2023-09-30	$390,148	1,924	+1.1%	Shares	Sole	2023-11-07
2023-06-30	$402,239	1,904	-7.0%	Shares	Sole	2023-08-09
2023-03-31	$408,949	2,047	-1.8%	Shares	Sole	2023-05-05
2022-12-31	$276,450	2,085	+12.8%	Shares	Sole	2023-02-01
2022-09-30	$265,816	1,848	-38.7%	Shares	Sole	2022-10-28
2022-06-30	$497,925	3,017	0.0%	Shares	Sole	2022-08-03
2022-03-31	$640,569	3,017	-19.9%	Shares	Sole	2022-04-28
2021-12-31	$957,307	3,767	+0.0%	Shares	Sole	2022-01-20
2021-09-30	$1,021,414	3,766	+1.0%	Shares	Sole	2021-11-16
2021-06-30	$910,638	3,728	0.0%	Shares	Sole	2021-08-03
2021-03-31	$789,851	3,728	+90.1%	Shares	Sole	2021-05-25
2020-12-31	$436,381	1,961	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.