DAYMARK WEALTH PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 1956824 CINCINNATI, OH

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,801,589

-$918,531 QoQ

Shares Held

37,033

+2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#598

of 2,457 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $14,132,684 across 16 Software - Application names. CRM ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	37,033	$5,801,589
2	ADP	Automatic Data Processing Inc	8,981	$2,011,294
3	ADBE	Adobe Inc.	6,088	$1,248,161
4	SNOW	Snowflake Inc.	4,816	$1,225,672
5	UBER	Uber Technologies, Inc	16,045	$1,157,807
6	PAYX	Paychex Inc	8,287	$814,860
7	TEAM	Atlassian Corp	4,006	$311,626
8	NOW	ServiceNow, Inc.	3,006	$298,435

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,801,589	37,033	+2.9%	Shares	Sole	2026-07-31
2026-03-31	$6,720,120	36,000	+4.1%	Shares	Sole	2026-05-11
2025-12-31	$9,158,733	34,573	-62.6%	Shares	Sole	2026-01-12
2025-09-30	$21,892,164	92,372	+1.7%	Shares	Sole	2025-10-22
2025-06-30	$24,775,795	90,857	+27.9%	Shares	Sole	2025-08-04
2025-03-31	$19,068,588	71,056	-59.4%	Shares	Sole	2025-04-23
2024-12-31	$58,481,672	174,922	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$47,921,146	175,080	+0.2%	Shares	Sole	2024-10-08
2024-06-30	$44,911,256	174,684	+2.0%	Shares	Sole	2024-08-14
2024-03-31	$51,570,449	171,228	-0.5%	Shares	Sole	2024-04-10
2023-12-31	$45,264,290	172,016	-0.2%	Shares	Sole	2024-01-09
2023-09-30	$34,963,530	172,421	+180.3%	Shares	Sole	2023-10-10
2023-06-30	$12,995,447	61,514	+52.7%	Shares	Sole	2023-07-19
2023-03-31	$8,049,136	40,290	-0.8%	Shares	Sole	2023-04-20
2022-12-31	$5,386,601	40,626	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.