Commonwealth Retirement Investments LLC
PensionPosition in CRM — Salesforce, Inc.
CIK 1963787
RICHMOND, VA
Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,799
-$6,102 QoQ
Shares Held
120
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,298
of 2,451 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $6,561,091 across 10 Software - Application names. CRM ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
10,533 | $2,749,113 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,577 | $1,920,819 | |
| 3 | PAYX |
Paychex Inc
|
18,108 | $1,780,559 | |
| 4 | ADBE |
Adobe Inc.
|
198 | $40,593 | |
| 5 | SNOW |
Snowflake Inc.
|
96 | $24,432 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
120 | $18,799 | |
| 7 | UBER |
Uber Technologies, Inc
|
132 | $9,525 | |
| 8 | TEAM |
Atlassian Corp
|
89 | $6,923 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,799 | 120 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $24,901 | 94 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||