BlackDiamond Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1903059 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$339,168

+$21,083 QoQ

Shares Held

2,165

+27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,786

of 2,461 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BlackDiamond Wealth Management, LLC holds $2,295,948 across 8 Software - Application names. CRM ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	1,938	$505,818
2	AZ	A2z Cust2mate Solutions Corp.	71,391	$415,495
3	CRM	Salesforce, Inc. This page	2,165	$339,168
4	ROP	Roper Technologies Inc	736	$249,055
5	CDNS	Cadence Design Systems Inc	639	$239,829
6	UBER	Uber Technologies, Inc	2,565	$185,090
7	WDAY	Workday, Inc.	1,498	$183,385
8	NOW	ServiceNow, Inc.	1,794	$178,108

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,168	2,165	+27.1%	Shares	Sole	2026-08-11
2026-03-31	$318,085	1,704	-13.7%	Shares	Sole	2026-05-12
2025-12-31	$523,197	1,975	+12.5%	Shares	Sole	2026-02-10
2025-09-30	$415,935	1,755	+12.9%	Shares	Sole	2025-11-12
2025-06-30	$424,032	1,555	+18.6%	Shares	Sole	2025-08-13
2025-03-31	$351,819	1,311	-2.6%	Shares	Sole	2025-05-13
2024-12-31	$450,008	1,346	+14.7%	Shares	Sole	2025-02-10
2024-09-30	$321,335	1,174	+11.3%	Shares	Sole	2024-11-14
2024-06-30	$271,240	1,055	+6.7%	Shares	Sole	2024-08-13
2024-03-31	$297,867	989	+6.3%	Shares	Sole	2024-05-13
2023-12-31	$244,720	930	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.