Finer Wealth Management, Inc.

Position in CRM — Salesforce, Inc.

CIK 1929071 SALEM, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,313,280

-$690,622 QoQ

Shares Held

8,383

-21.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,111

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

Finer Wealth Management, Inc. holds $1,830,861 across 2 Software - Application names. CRM ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	8,383	$1,313,280
2	MSTR	Strategy Inc	5,954	$517,581

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,313,280	8,383	-21.9%	Shares	Sole	2026-08-03
2026-03-31	$2,003,902	10,735	-19.7%	Shares	Sole	2026-05-12
2025-12-31	$3,542,111	13,371	+5.2%	Shares	Sole	2026-01-21
2025-09-30	$3,013,692	12,716	+2.6%	Shares	Sole	2025-11-04
2025-06-30	$3,380,810	12,398	+1.3%	Shares	Sole	2025-08-13
2025-03-31	$3,284,458	12,239	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$4,034,360	12,067	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$3,298,752	12,052	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$3,071,573	11,947	-2.0%	Shares	Sole	2024-08-13
2024-03-31	$3,672,287	12,193	+6.8%	Shares	Sole	2024-04-26
2023-12-31	$3,002,953	11,412	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$2,265,255	11,171	+3.6%	Shares	Sole	2023-11-14
2023-06-30	$2,278,227	10,784	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$2,126,258	10,643	+1.7%	Shares	Sole	2023-05-09
2022-12-31	$1,387,819	10,467	-7.0%	Shares	Sole	2023-02-13
2022-09-30	$1,619,206	11,257	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$1,826,497	11,067	+3.9%	Shares	Sole	2022-08-10
2022-03-31	$2,260,783	10,648	-3.7%	Shares	Sole	2022-06-06
2021-12-31	$2,809,407	11,055	—	Shares	Sole	2022-06-01
No filing history on record for this holder in this stock.