Western Pacific Wealth Management, LP
Position in CRM — Salesforce, Inc.
CIK 1907320
Lake Forest, IL
Position in CRM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$541,156
-$249,070 QoQ
Shares Held
2,899
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Western Pacific Wealth Management, LP holds $1,189,743 across 12 Software - Application names. CRM ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,899 | $541,156 | |
| 2 | SNOW |
Snowflake Inc.
|
1,043 | $157,305 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,236 | $129,223 | |
| 4 | INTU |
Intuit Inc.
|
262 | $113,283 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,200 | $86,316 | |
| 6 | SHOP |
Shopify Inc.
|
400 | $47,448 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
6,000 | $41,220 | |
| 8 | TYL |
Tyler Technologies Inc
|
119 | $40,743 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,156 | 2,899 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $790,226 | 2,983 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $647,958 | 2,734 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $529,563 | 1,942 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $562,482 | 2,096 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $711,454 | 2,128 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $579,170 | 2,116 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,205,541 | 4,689 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,437,833 | 4,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,209,391 | 4,596 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $931,976 | 4,596 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $957,219 | 4,531 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $908,000 | 4,545 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $595,594 | 4,492 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $624,409 | 4,341 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $658,344 | 3,989 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $847,369 | 3,991 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,013,978 | 3,990 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||