Wayfinding Financial, LLC

Position in CRM — Salesforce, Inc.

CIK 1898131 LYNNWOOD, WA

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$206,791

-$79,374 QoQ

Shares Held

1,320

-13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,044

of 2,451 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wayfinding Financial, LLC holds $766,666 across 2 Software - Application names. CRM ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADP	Automatic Data Processing Inc	2,500	$559,875
2	CRM	Salesforce, Inc. This page	1,320	$206,791

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,791	1,320	-13.9%	Shares	Sole	2026-08-13
2026-03-31	$286,165	1,533	-8.3%	Shares	Sole	2026-05-12
2025-12-31	$442,664	1,671	-6.1%	Shares	Sole	2026-02-12
2025-09-30	$421,860	1,780	-5.8%	Shares	Sole	2025-11-14
2025-06-30	$515,384	1,890	-3.6%	Shares	Sole	2025-08-12
2025-03-31	$525,985	1,960	+10.7%	Shares	Sole	2025-04-29
2024-12-31	$592,098	1,771	+3.7%	Shares	Sole	2025-02-11
2024-06-30	$439,126	1,708	-3.2%	Shares	Sole	2024-08-09
2024-03-31	$531,281	1,764	+1.6%	Shares	Sole	2024-05-09
2023-12-31	$457,074	1,737	+14.9%	Shares	Sole	2024-01-10
2023-09-30	$306,603	1,512	-1.2%	Shares	Sole	2023-11-02
2023-06-30	$323,439	1,531	+1.9%	Shares	Sole	2023-07-31
2023-03-31	$300,269	1,503	-8.5%	Shares	Sole	2023-05-05
2022-12-31	$349	1,642	-4.8%	Shares	Sole	2023-02-10
2022-09-30	$247,980	1,724	-2.5%	Shares	Sole	2022-11-09
2022-06-30	$291,955	1,769	+2.8%	Shares	Sole	2022-08-09
2022-03-31	$365,402	1,721	+4.8%	Shares	Sole	2022-05-09
2021-12-31	$417,281	1,642	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.