Moran Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1965334 Naples, FL

Position in CRM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$5,187,185

-$4,825,618 QoQ

Shares Held

27,788

-26.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 98.36620123794444.ToString("F0")% Shared 1.6337987620555636.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. CRM ranks #8 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	104,512	$29,040,748
2	INTU	Intuit Inc.	36,256	$15,676,368
3	SSNC	SS&C Technologies Holdings Inc	205,890	$13,911,987
4	ADSK	Autodesk, Inc.	37,979	$9,092,171
5	ZM	Zoom Communications, Inc.	107,601	$8,650,044
6	NOW	ServiceNow, Inc.	67,165	$7,022,100
7	UBER	Uber Technologies, Inc	76,156	$5,477,900
8	CRM	Salesforce, Inc. This page	27,788	$5,187,185

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,187,185	27,788	-26.5%	Shares	Sole	2026-04-27
2025-12-31	$10,012,803	37,797	-5.0%	Shares	Defined	2026-01-26
2025-09-30	$9,431,652	39,796	+95.6%	Shares	Sole	2025-10-23
2025-06-30	$5,548,150	20,346	-13.1%	Shares	Defined	2025-07-28
2025-03-31	$6,280,159	23,402	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$7,777,518	23,263	-1.2%	Shares	Sole	2025-02-07
2024-09-30	$6,446,417	23,552	-70.3%	Shares	Sole	2024-11-08
2024-06-30	$20,379,545	79,267	+19.1%	Shares	Sole	2024-08-13
2024-03-31	$20,039,312	66,536	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$17,558,279	66,726	-5.3%	Shares	Sole	2024-02-08
2023-09-30	$14,287,270	70,457	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.