WEALTH EFFECTS LLC

Position in CRM — Salesforce, Inc.

CIK 1907254 BOSTON, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$246,739

+$26,469 QoQ

Shares Held

1,575

+33.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,948

of 2,451 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $1,063,436 across 4 Software - Application names. CRM ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	3,735	$370,810
2	CRM	Salesforce, Inc. This page	1,575	$246,739
3	SHOP	Shopify Inc.	1,975	$225,505
4	ESTC	Elastic N.V.	3,865	$220,382

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,739	1,575	+33.5%	Shares	Sole	2026-08-06
2026-03-31	$220,270	1,180	+6.8%	Shares	Sole	2026-04-21
2025-12-31	$292,725	1,105	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$278,475	1,175	+5.9%	Shares	Sole	2025-10-28
2025-06-30	$302,685	1,110	+5.2%	Shares	Sole	2025-07-15
2025-03-31	$283,119	1,055	+13.4%	Shares	Sole	2025-04-23
2024-12-31	$310,926	930	+7.5%	Shares	Sole	2025-01-22
2024-09-30	$236,759	865	+3.6%	Shares	Sole	2024-10-21
2024-06-30	$214,678	835	-2.3%	Shares	Sole	2024-08-02
2024-03-31	$257,508	855	-3.4%	Shares	Sole	2024-04-22
2023-12-31	$232,878	885	-24.4%	Shares	Sole	2024-01-29
2022-03-31	$248,414	1,170	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$293,520	1,155	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.