VIAWEALTH, LLC

Position in CRM — Salesforce, Inc.

CIK 1965401 Leawood, KS

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$389,613

-$484,749 QoQ

Shares Held

2,487

-46.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,691

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

VIAWEALTH, LLC holds $4,429,535 across 8 Software - Application names. CRM ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	10,264	$1,019,009
2	SNOW	Snowflake Inc.	3,315	$843,667
3	SHOP	Shopify Inc.	6,282	$717,278
4	WDAY	Workday, Inc.	4,360	$533,751
5	UBER	Uber Technologies, Inc	6,544	$472,215
6	CRM	Salesforce, Inc. This page	2,487	$389,613
7	ADP	Automatic Data Processing Inc	1,539	$344,659
8	SOUN	Soundhound Ai, Inc.	16,900	$109,343

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,613	2,487	-46.9%	Shares	Sole	2026-08-11
2026-03-31	$874,362	4,684	-9.4%	Shares	Sole	2026-05-11
2025-12-31	$1,369,849	5,171	-5.3%	Shares	Sole	2026-02-10
2025-09-30	$1,294,257	5,461	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$1,435,167	5,263	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$1,323,014	4,930	-3.5%	Shares	Sole	2025-05-07
2024-12-31	$1,708,760	5,111	+8.6%	Shares	Sole	2025-02-11
2024-09-30	$1,288,079	4,706	+14.1%	Shares	Sole	2024-11-13
2024-06-30	$1,060,280	4,124	+26.0%	Shares	Sole	2024-08-12
2024-03-31	$986,063	3,274	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$865,467	3,289	0.0%	Shares	Sole	2024-02-12
2023-09-30	$666,943	3,289	0.0%	Shares	Sole	2023-11-13
2023-06-30	$694,834	3,289	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$667,065	3,339	0.0%	Shares	Sole	2023-05-12
2022-12-31	$442,718	3,339	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.