Canvas Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1858782 SHAWNEE, KS

Position in CRM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,101,750

+$1,831,807 QoQ

Shares Held

13,416

+1216.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#924

of 2,451 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Canvas Wealth Advisors, LLC holds $23,460,221 across 5 Software - Application names. CRM ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	239,173	$17,258,723
2	NOW	ServiceNow, Inc.	28,524	$2,831,862
3	CRM	Salesforce, Inc. This page	13,416	$2,101,750
4	SHOP	Shopify Inc.	8,356	$954,088
5	SNOW	Snowflake Inc.	1,233	$313,798

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,101,750	13,416	+1216.6%	Shares	Sole	2026-07-10
2025-12-31	$269,943	1,019	0.0%	Shares	Sole	2026-01-12
2025-09-30	$241,503	1,019	-3.8%	Shares	Sole	2025-11-05
2025-06-30	$288,778	1,059	-14.8%	Shares	Sole	2025-07-30
2025-03-31	$333,571	1,243	+44.7%	Shares	Sole	2025-04-24
2024-12-31	$287,189	859	+2.5%	Shares	Sole	2025-01-28
2024-09-30	$229,368	838	-5.9%	Shares	Sole	2024-10-15
2024-03-31	$268,351	891	-38.6%	Shares	Sole	2024-04-23
2022-09-30	$208,855	1,452	-73.1%	Shares	Sole	2022-10-31
2022-03-31	$1,145,678	5,396	-20.0%	Shares	Sole	2022-05-09
2021-12-31	$1,714,615	6,747	+8.9%	Shares	Sole	2022-01-19
2021-09-30	$1,680,479	6,196	-3.8%	Shares	Sole	2021-10-15
2021-06-30	$1,573,343	6,441	+89.2%	Shares	Sole	2021-08-02
2021-03-31	$721,205	3,404	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.