GDS Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1940869 FLOWER MOUND, TX

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,820,818

-$2,694,917 QoQ

Shares Held

145,671

+6.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#305

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

GDS Wealth Management holds $59,900,660 across 5 Software - Application names. CRM ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	77,576	$29,115,824
2	CRM	Salesforce, Inc. This page	145,671	$22,820,818
3	HUBS	Hubspot Inc	37,445	$6,834,086
4	GWRE	Guidewire Software, Inc.	6,807	$837,601
5	PAYC	Paycom Software, Inc.	2,326	$292,331

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,820,818	145,671	+6.6%	Shares	Sole	2026-08-13
2026-03-31	$25,515,735	136,689	+90.5%	Shares	Sole	2026-04-27
2025-12-31	$19,003,053	71,734	+3.7%	Shares	Sole	2026-02-02
2025-09-30	$16,398,741	69,193	+4.9%	Shares	Sole	2025-10-31
2025-06-30	$17,985,541	65,956	+4.8%	Shares	Sole	2025-08-12
2025-03-31	$16,890,310	62,939	+3.6%	Shares	Sole	2025-05-14
2024-12-31	$20,315,896	60,766	+3.2%	Shares	Sole	2025-01-24
2024-09-30	$16,113,307	58,870	+6.3%	Shares	Sole	2024-11-04
2024-06-30	$14,237,683	55,378	+7.7%	Shares	Sole	2024-08-09
2024-03-31	$15,492,096	51,438	+4.3%	Shares	Sole	2024-04-24
2023-12-31	$12,971,223	49,294	+9.7%	Shares	Sole	2024-02-07
2023-09-30	$9,111,108	44,931	+6.8%	Shares	Sole	2023-10-19
2023-06-30	$8,891,510	42,088	+1.8%	Shares	Sole	2023-07-27
2023-03-31	$8,258,705	41,339	-30.1%	Shares	Sole	2023-05-10
2022-12-31	$7,836,334	59,102	-7.8%	Shares	Sole	2023-01-26
2022-09-30	$9,221,870	64,112	+11.9%	Shares	Sole	2022-10-20
2022-06-30	$9,452,500	57,274	+264.8%	Shares	Sole	2022-08-05
2022-03-31	$3,333,211	15,699	+34.8%	Shares	Sole	2022-08-05
2021-12-31	$2,959,852	11,647	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.