Bradley & Co. Private Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1861678 MIAMI, FL

Position in CRM

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

Position Value

$79,739

-$15,275 QoQ

Shares Held

509

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,163

of 2,451 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bradley & Co. Private Wealth Management, LLC holds $107,868 across 5 Software - Application names. CRM ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	509	$79,739
2	GWRE	Guidewire Software, Inc.	99	$12,181
3	ADP	Automatic Data Processing Inc	33	$7,390
4	SOUN	Soundhound Ai, Inc.	1,000	$6,470
5	INTU	Intuit Inc.	8	$2,088

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,739	509	0.0%	Shares	Sole	2026-08-10
2026-03-31	$95,014	509	0.0%	Shares	Sole	2026-05-13
2025-12-31	$134,839	509	-10.2%	Shares	Sole	2026-02-11
2025-09-30	$134,379	567	-8.7%	Shares	Sole	2025-11-12
2025-06-30	$169,340	621	+22.0%	Shares	Sole	2025-08-07
2025-03-31	$136,595	509	0.0%	Shares	Sole	2025-05-01
2024-12-31	$170,173	509	-11.8%	Shares	Sole	2025-02-04
2024-06-30	$148,346	577	-45.8%	Shares	Sole	2024-07-31
2024-03-31	$320,454	1,064	-96.1%	Shares	Sole	2024-04-29
2023-12-31	$7,226,350	27,462	+0.7%	Shares	Sole	2024-02-02
2023-09-30	$5,530,824	27,275	-0.7%	Shares	Sole	2023-10-27
2023-06-30	$5,801,832	27,463	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$5,467,977	27,370	+797.1%	Shares	Sole	2023-05-09
2022-12-31	$404,531	3,051	-26.3%	Shares	Other	2023-02-13
2022-09-30	$595,209	4,138	0.0%	Shares	Sole	2022-10-21
2022-06-30	$682,934	4,138	-2.2%	Shares	Sole	2022-07-25
2022-03-31	$897,900	4,229	-73.5%	Shares	Other	2022-05-06
2021-12-31	$4,060,488	15,978	-16.0%	Shares	Sole	2022-01-21
2021-09-30	$5,161,044	19,029	-0.5%	Shares	Sole	2021-11-05
2021-06-30	$4,670,442	19,120	+1.7%	Shares	Other	2021-08-09
2021-03-31	$3,983,367	18,801	—	Shares	Other	2021-05-12
No filing history on record for this holder in this stock.