Daner Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1956649 ALPHARETTA, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$199,741

-$36,396 QoQ

Shares Held

1,275

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#2,062

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Daner Wealth Management, LLC holds $1,024,939 across 5 Software - Application names. CRM ranks #4 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	3,168	$228,602
2	ROP	Roper Technologies Inc	646	$218,599
3	NOW	ServiceNow, Inc.	2,081	$206,601
4	CRM	Salesforce, Inc. This page	1,275	$199,741
5	ADBE	Adobe Inc.	836	$171,396

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$199,741	1,275	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$236,137	1,265	+11.8%	Shares	Sole	2026-05-13
2025-12-31	$299,613	1,131	+9.5%	Shares	Sole	2026-02-11
2025-09-30	$244,821	1,033	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.