Prentice Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1864229 Rochester, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$516,821

-$94,336 QoQ

Shares Held

3,299

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,552

of 2,451 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Prentice Wealth Management LLC holds $1,660,373 across 5 Software - Application names. CRM ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,299	$516,821
2	SNOW	Snowflake Inc.	1,977	$503,146
3	INTU	Intuit Inc.	878	$229,158
4	NOW	ServiceNow, Inc.	2,104	$208,885
5	PAYX	Paychex Inc	2,058	$202,363

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,821	3,299	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$611,157	3,274	+1.8%	Shares	Sole	2026-04-17
2025-12-31	$851,950	3,216	+7.2%	Shares	Sole	2026-01-30
2025-09-30	$711,000	3,000	+11.2%	Shares	Sole	2025-10-09
2025-06-30	$735,717	2,698	+2.0%	Shares	Sole	2025-07-31
2025-03-31	$709,812	2,645	+2.3%	Shares	Sole	2025-04-17
2024-12-31	$864,243	2,585	+3.2%	Shares	Sole	2025-02-03
2024-09-30	$685,917	2,506	+1.5%	Shares	Sole	2024-10-07
2024-06-30	$634,779	2,469	+2.2%	Shares	Sole	2024-07-11
2024-03-31	$727,650	2,416	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$603,643	2,294	+1.7%	Shares	Sole	2024-01-11
2023-09-30	$457,471	2,256	+1.0%	Shares	Sole	2023-10-16
2023-06-30	$471,954	2,234	+0.2%	Shares	Sole	2023-07-06
2023-03-31	$445,509	2,230	+6.3%	Shares	Sole	2023-04-14
2022-12-31	$278,173	2,098	+10.8%	Shares	Sole	2023-01-18
2022-09-30	$272,289	1,893	+6.9%	Shares	Sole	2022-10-19
2022-06-30	$292,120	1,770	+221.8%	Shares	Sole	2022-07-28
2021-09-30	$149,171	550	-2.1%	Shares	Sole	2021-11-10
2021-06-30	$137,279	562	+165.1%	Shares	Sole	2021-08-11
2021-03-31	$44,916	212	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.