Naviter Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,146,281

-$308,811 QoQ

Shares Held

7,317

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,154

of 2,462 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Naviter Wealth, LLC holds $8,233,111 across 7 Software - Application names. CRM ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	19,650	$3,028,261
2	UBER	Uber Technologies, Inc	22,129	$1,596,828
3	CRM	Salesforce, Inc. This page	7,317	$1,146,281
4	NOW	ServiceNow, Inc.	11,002	$1,092,278
5	ADBE	Adobe Inc.	4,057	$831,766
6	INTU	Intuit Inc.	2,060	$537,660
7	CXAI	CXApp Inc.	200	$37

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,281	7,317	-6.1%	Shares	Sole	2026-08-07
2026-03-31	$1,455,092	7,795	+3.6%	Shares	Sole	2026-04-10
2025-12-31	$1,993,977	7,527	-17.6%	Shares	Sole	2026-01-21
2025-09-30	$2,163,810	9,130	-2.4%	Shares	Sole	2025-11-06
2025-06-30	$2,552,105	9,359	+1.4%	Shares	Sole	2025-07-28
2025-03-31	$2,477,231	9,231	+0.5%	Shares	Sole	2025-04-25
2024-12-31	$3,072,158	9,189	-3.6%	Shares	Sole	2025-02-07
2024-09-30	$2,607,908	9,528	+18.7%	Shares	Sole	2024-10-16
2024-06-30	$2,063,484	8,026	+13.4%	Shares	Sole	2024-08-02
2024-03-31	$2,130,848	7,075	+19.3%	Shares	Sole	2024-04-18
2023-12-31	$1,560,946	5,932	+14.2%	Shares	Sole	2024-02-05
2023-09-30	$1,053,239	5,194	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$1,067,919	5,055	+7.8%	Shares	Sole	2023-07-20
2023-03-31	$936,968	4,690	-14.6%	Shares	Sole	2023-04-12
2022-12-31	$727,786	5,489	-3.3%	Shares	Sole	2023-01-31
2022-09-30	$816,292	5,675	-12.5%	Shares	Sole	2022-10-27
2022-06-30	$1,070,284	6,485	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.