Cyndeo Wealth Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$442,721

-$50,461 QoQ

Shares Held

2,826

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,634

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. CRM ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,358	$5,231,024
2	INTU	Intuit Inc.	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc	1,529	$573,864
4	FICO	Fair Isaac Corp	451	$538,845
5	CRM	Salesforce, Inc. This page	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,721	2,826	+7.0%	Shares	Sole	2026-07-21
2026-03-31	$493,182	2,642	+0.8%	Shares	Sole	2026-04-13
2025-12-31	$694,064	2,620	-82.4%	Shares	Sole	2026-01-07
2025-09-30	$3,528,456	14,888	-2.1%	Shares	Sole	2025-10-10
2025-06-30	$4,147,069	15,208	-12.0%	Shares	Sole	2025-07-24
2025-03-31	$4,635,919	17,275	-15.3%	Shares	Sole	2025-04-17
2024-12-31	$6,822,003	20,405	-2.2%	Shares	Sole	2025-01-21
2024-09-30	$5,711,232	20,866	+25.7%	Shares	Sole	2024-10-18
2024-06-30	$4,267,602	16,599	-7.2%	Shares	Sole	2024-07-30
2024-03-31	$5,388,110	17,890	-8.0%	Shares	Sole	2024-04-17
2023-12-31	$5,114,915	19,438	-18.7%	Shares	Sole	2024-01-12
2023-09-30	$4,848,875	23,912	+10.4%	Shares	Sole	2023-10-10
2023-06-30	$4,574,624	21,654	+117.6%	Shares	Sole	2023-07-27
2023-03-31	$1,988,010	9,951	+142.8%	Shares	Sole	2023-04-25
2022-12-31	$543,353	4,098	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.