GUERRA PAN ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1910386 MONTCLAIR, NJ

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$810,245

-$245,187 QoQ

Shares Held

5,172

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,319

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GUERRA PAN ADVISORS, LLC holds $6,894,840 across 6 Software - Application names. CRM ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	9,036	$3,391,391
2	UBER	Uber Technologies, Inc	17,854	$1,288,344
3	NOW	ServiceNow, Inc.	9,347	$927,970
4	CRM	Salesforce, Inc. This page	5,172	$810,245
5	HUBS	Hubspot Inc	1,373	$250,586
6	SHOP	Shopify Inc.	1,982	$226,304

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,245	5,172	-8.5%	Shares	Sole	2026-08-12
2026-03-31	$1,055,432	5,654	-0.4%	Shares	Sole	2026-05-12
2025-12-31	$1,504,423	5,679	-1.7%	Shares	Sole	2026-01-13
2025-09-30	$1,369,386	5,778	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$1,594,963	5,849	+7.3%	Shares	Sole	2025-08-12
2025-03-31	$1,462,293	5,449	-0.1%	Shares	Sole	2025-04-28
2024-12-31	$1,823,101	5,453	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,492,540	5,453	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,401,966	5,453	+21.8%	Shares	Sole	2024-08-13
2024-03-31	$1,348,684	4,478	-11.3%	Shares	Sole	2024-05-13
2023-12-31	$1,328,330	5,048	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$1,023,227	5,046	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,066,017	5,046	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$1,006,691	5,039	-5.3%	Shares	Sole	2023-04-21
2022-12-31	$705,246	5,319	-8.1%	Shares	Sole	2023-02-14
2022-09-30	$832,689	5,789	0.0%	Shares	Sole	2022-11-14
2022-06-30	$955,416	5,789	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,229,120	5,789	-0.6%	Shares	Sole	2022-05-11
2021-12-31	$1,479,544	5,822	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.