Roberts Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1885319 PALO ALTO, CA

Position in CRM

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

Position Value

$2,890,690

-$544,038 QoQ

Shares Held

18,452

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#820

of 2,451 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $15,071,305 across 6 Software - Application names. CRM ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	18,103	$4,607,213
2	DDOG	Datadog, Inc.	15,629	$4,069,166
3	CRM	Salesforce, Inc. This page	18,452	$2,890,690
4	INTU	Intuit Inc.	8,381	$2,187,441
5	ADBE	Adobe Inc.	4,897	$1,003,982
6	UBER	Uber Technologies, Inc	4,335	$312,813

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,890,690	18,452	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$3,434,728	18,400	+3.5%	Shares	Sole	2026-04-08
2025-12-31	$4,710,364	17,781	+6.0%	Shares	Sole	2026-01-13
2025-09-30	$3,974,490	16,770	+1.8%	Shares	Sole	2025-10-21
2025-06-30	$4,492,567	16,475	+2.3%	Shares	Sole	2025-07-23
2025-03-31	$4,322,206	16,106	+45.4%	Shares	Sole	2025-04-21
2024-12-31	$3,704,042	11,079	+0.7%	Shares	Sole	2025-01-17
2024-09-30	$3,011,904	11,004	+2.9%	Shares	Sole	2024-10-15
2024-06-30	$2,748,913	10,692	+2.3%	Shares	Sole	2024-08-13
2024-03-31	$3,147,331	10,450	-0.2%	Shares	Sole	2024-04-18
2023-12-31	$8,529	10,476	-0.4%	Shares	Sole	2024-01-17
2023-09-30	$2,133,651	10,522	+0.9%	Shares	Sole	2023-10-17
2023-06-30	$2,203,653	10,431	-3.1%	Shares	Sole	2023-07-12
2023-03-31	$2,149,632	10,760	-33.4%	Shares	Sole	2023-04-11
2022-12-31	$2,143,184	16,164	-5.1%	Shares	Sole	2023-01-11
2022-09-30	$2,451,177	17,041	+4.6%	Shares	Sole	2022-10-13
2022-06-30	$2,687,841	16,286	+4.7%	Shares	Sole	2022-07-11
2022-03-31	$3,303,911	15,561	+6.1%	Shares	Sole	2022-04-12
2021-12-31	$3,728,087	14,670	+10.3%	Shares	Sole	2022-01-12
2021-09-30	$3,608,039	13,303	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.