Werba Rubin Papier Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1971029 SAN JOSE, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$772,177

-$104,611 QoQ

Shares Held

4,929

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#406

of 889 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $6,364,654 across 7 Software - Application names. CRM ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	24,296	$2,412,106
2	CDNS	Cadence Design Systems Inc	3,979	$1,493,398
3	SVCO	Silvaco Group, Inc.	60,000	$827,400
4	CRM	Salesforce, Inc. This page	4,929	$772,177
5	SNOW	Snowflake Inc.	1,470	$374,115
6	ADBE	Adobe Inc.	1,306	$267,756
7	PAYX	Paychex Inc	2,214	$217,702

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,177	4,929	+4.9%	Shares	Sole	2026-07-28
2026-03-31	$876,788	4,697	-8.0%	Shares	Sole	2026-05-12
2025-12-31	$1,353,160	5,108	+6.4%	Shares	Sole	2026-01-27
2025-09-30	$1,137,837	4,801	-6.4%	Shares	Sole	2025-11-04
2025-06-30	$1,398,627	5,129	-25.8%	Shares	Sole	2025-07-29
2025-03-31	$1,855,709	6,915	-8.5%	Shares	Sole	2025-05-07
2024-12-31	$2,527,200	7,559	-20.3%	Shares	Sole	2025-02-03
2024-09-30	$2,595,044	9,481	-2.5%	Shares	Sole	2024-10-18
2024-06-30	$2,499,012	9,720	+66.5%	Shares	Sole	2024-08-06
2024-03-31	$1,758,288	5,838	-0.6%	Shares	Sole	2024-05-01
2023-12-31	$1,545,158	5,872	-1.5%	Shares	Sole	2024-01-22
2023-09-30	$1,208,366	5,959	+1.6%	Shares	Sole	2023-11-06
2023-06-30	$1,238,828	5,864	+0.5%	Shares	Sole	2023-07-24
2023-03-31	$1,165,916	5,836	+32.8%	Shares	Sole	2023-04-26
2022-12-31	$582,733	4,395	—	Shares	Sole	2023-03-28
No filing history on record for this holder in this stock.