Smallwood Wealth Investment Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1921304
RED BANK, NJ
Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$51,541
-$9,873 QoQ
Shares Held
329
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,211
of 2,457 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $407,682 across 10 Software - Application names. CRM ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,885 | $215,229 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
329 | $51,541 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
100 | $37,532 | |
| 4 | NOW |
ServiceNow, Inc.
|
360 | $35,740 | |
| 5 | UBER |
Uber Technologies, Inc
|
465 | $33,554 | |
| 6 | ADBE |
Adobe Inc.
|
142 | $29,112 | |
| 7 | ZM |
Zoom Communications, Inc.
|
29 | $2,502 | |
| 8 | SNOW |
Snowflake Inc.
|
5 | $1,272 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,541 | 329 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $61,414 | 329 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,539 | 338 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $80,106 | 338 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $100,077 | 367 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $98,488 | 367 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||