KINGSWOOD WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1987855 SAN DIEGO, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,362,628

-$666,288 QoQ

Shares Held

8,698

-20.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,100

of 2,457 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. CRM ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc. This page	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,362,628	8,698	-20.0%	Shares	Sole	2026-07-27
2026-03-31	$2,028,916	10,869	-12.6%	Shares	Sole	2026-04-28
2025-12-31	$3,294,155	12,435	+22.1%	Shares	Sole	2026-01-28
2025-09-30	$2,413,134	10,182	-1.0%	Shares	Sole	2025-10-23
2025-06-30	$2,805,707	10,289	+29.9%	Shares	Sole	2025-07-23
2025-03-31	$2,126,216	7,923	+1.4%	Shares	Sole	2025-07-25
2024-12-31	$2,612,788	7,815	-44.4%	Shares	Sole	2025-01-22
2024-09-30	$3,844,256	14,045	-5.1%	Shares	Sole	2024-10-21
2024-06-30	$3,803,794	14,795	+4.3%	Shares	Sole	2024-07-09
2024-03-31	$4,272,840	14,187	-13.8%	Shares	Sole	2024-04-15
2023-12-31	$4,331,547	16,461	+274.5%	Shares	Sole	2024-01-16
2023-09-30	$891,218	4,395	-18.6%	Shares	Sole	2023-10-24
2023-06-30	$1,139,958	5,396	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.