MN Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1992972 OVERLAND PARK, KS

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$341,205

-$200,511 QoQ

Shares Held

2,178

-24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,772

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MN Wealth Advisors, LLC holds $2,043,387 across 4 Software - Application names. CRM ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	12,168	$1,208,039
2	SNOW	Snowflake Inc.	1,894	$482,023
3	CRM	Salesforce, Inc. This page	2,178	$341,205
4	HIT	Health In Tech, Inc.	12,000	$12,120

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,205	2,178	-24.9%	Shares	Sole	2026-07-23
2026-03-31	$541,716	2,902	+18.9%	Shares	Sole	2026-04-23
2025-12-31	$646,645	2,441	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.