WCG Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1855713 LAS VEGAS, NV

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,019,033

+$332,692 QoQ

Shares Held

38,421

+26.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#583

of 2,443 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $34,507,701 across 11 Software - Application names. CRM ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	146,503	$10,571,656
2	SHOP	Shopify Inc.	58,459	$6,674,848
3	CRM	Salesforce, Inc. This page	38,421	$6,019,033
4	ADSK	Autodesk, Inc.	15,376	$2,989,401
5	ADBE	Adobe Inc.	12,536	$2,570,130
6	YOU	Clear Secure, Inc.	45,869	$2,556,279
7	MSTR	Strategy Inc	15,866	$1,379,231
8	DOCU	Docusign, Inc.	17,337	$770,109

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,019,033	38,421	+26.1%	Shares	Sole	2026-08-14
2026-03-31	$5,686,341	30,462	-19.6%	Shares	Sole	2026-05-12
2025-12-31	$10,041,148	37,904	+89.5%	Shares	Sole	2026-02-10
2025-09-30	$4,741,185	20,005	+7.8%	Shares	Sole	2025-11-13
2025-06-30	$5,058,399	18,550	+21.0%	Shares	Sole	2025-08-13
2025-03-31	$4,115,568	15,336	-3.8%	Shares	Sole	2025-05-15
2024-12-31	$5,331,894	15,948	+4.0%	Shares	Sole	2025-02-19
2024-09-30	$4,195,974	15,330	-6.8%	Shares	Sole	2024-11-13
2024-06-30	$4,228,780	16,448	+43.9%	Shares	Sole	2024-08-12
2024-03-31	$3,441,885	11,428	-30.9%	Shares	Sole	2024-05-13
2023-12-31	$4,352,072	16,539	+3.9%	Shares	Sole	2024-02-08
2023-09-30	$3,227,649	15,917	+35.7%	Shares	Sole	2023-11-13
2023-06-30	$2,478,079	11,730	+155.6%	Shares	Sole	2023-08-14
2022-09-30	$660,081	4,589	—	Shares	Sole	2022-11-14
2022-09-30	$70,337	489	—	Principal	Sole	2022-11-14
No filing history on record for this holder in this stock.