Abound Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1950323 FRANKLIN, TN

Position in CRM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$40,418

-$60,757 QoQ

Shares Held

258

-52.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,225

of 2,451 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. CRM ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,541	$290,131
2	CDNS	Cadence Design Systems Inc	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc.	375	$45,907
6	CRM	Salesforce, Inc. This page	258	$40,418
7	UBER	Uber Technologies, Inc	373	$26,915
8	WK	Workiva Inc	500	$24,255

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,418	258	-52.4%	Shares	Sole	2026-07-10
2026-03-31	$101,175	542	-31.6%	Shares	Sole	2026-04-10
2025-12-31	$209,808	792	-9.0%	Shares	Sole	2026-01-12
2025-09-30	$206,190	870	+16.0%	Shares	Sole	2025-10-10
2025-06-30	$204,517	750	-1.6%	Shares	Sole	2025-07-14
2025-03-31	$204,490	762	-4.3%	Shares	Sole	2025-04-17
2024-12-31	$266,126	796	-1.0%	Shares	Sole	2025-01-13
2024-09-30	$220,062	804	+37.4%	Shares	Sole	2024-11-04
2024-06-30	$150,403	585	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$176,792	587	+6.0%	Shares	Sole	2024-08-08
2023-12-31	$145,779	554	+1.5%	Shares	Sole	2024-08-08
2023-09-30	$110,717	546	+1.7%	Shares	Sole	2024-08-08
2023-06-30	$113,446	537	-5.6%	Shares	Sole	2024-08-08
2023-03-31	$113,674	569	+11.4%	Shares	Sole	2024-08-07
2022-12-31	$67,753	511	+6.7%	Shares	Sole	2024-08-07
2022-09-30	$68,899	479	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.