Alliance Wealth Advisors, LLC /UT

Position in CRM — Salesforce, Inc.

CIK 1893261 Centerville, UT

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$277,288

-$215,707 QoQ

Shares Held

1,770

-33.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,887

of 2,451 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Alliance Wealth Advisors, LLC /UT holds $3,369,269 across 6 Software - Application names. CRM ranks #6 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,604	$1,031,065
2	SHOP	Shopify Inc.	7,566	$863,885
3	NOW	ServiceNow, Inc.	5,786	$574,434
4	CVLT	Commvault Systems Inc	2,316	$328,246
5	ADSK	Autodesk, Inc.	1,514	$294,351
6	CRM	Salesforce, Inc. This page	1,770	$277,288

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,288	1,770	-33.0%	Shares	Other	2026-07-23
2026-03-31	$492,995	2,641	-27.0%	Shares	Sole	2026-05-12
2025-12-31	$957,914	3,616	-18.2%	Shares	Sole	2026-02-02
2025-09-30	$1,047,066	4,418	+28.4%	Shares	Sole	2025-11-10
2025-06-30	$938,326	3,441	+35.9%	Shares	Sole	2025-08-14
2025-03-31	$679,487	2,532	+40.4%	Shares	Sole	2025-05-13
2024-12-31	$603,131	1,804	-89.2%	Shares	Sole	2025-01-24
2024-06-30	$4,298,454	16,719	+2.3%	Shares	Sole	2024-08-02
2024-03-31	$4,922,184	16,343	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$4,164,453	15,826	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$3,204,937	15,805	+4.7%	Shares	Sole	2023-11-09
2023-06-30	$3,190,448	15,102	-19.6%	Shares	Sole	2023-08-11
2023-03-31	$3,751,868	18,780	+5.7%	Shares	Sole	2023-05-02
2022-12-31	$2,355,593	17,766	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.