One Wealth Management Investment & Advisory Services, LLC

Position in CRM — Salesforce, Inc.

CIK 2009427 BOCA RATON, FL

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Position in CRM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$245,642

-$67,216 QoQ

Shares Held

1,568

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,950

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

One Wealth Management Investment & Advisory Services, LLC holds $970,321 across 3 Software - Application names. CRM ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,001	$456,834
2	SOUN	Soundhound Ai, Inc.	41,398	$267,845
3	CRM	Salesforce, Inc. This page	1,568	$245,642

All Filings in CRM

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,642	1,568	-6.4%	Shares	Sole	2026-07-13
2026-03-31	$312,858	1,676	+2.8%	Shares	Sole	2026-07-13
2025-12-31	$432,068	1,631	+6.1%	Shares	Sole	2026-01-14
2025-09-30	$364,269	1,537	-1.2%	Shares	Sole	2025-10-29
2025-06-30	$424,032	1,555	-1.5%	Shares	Sole	2025-07-22
2025-03-31	$423,472	1,578	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$531,584	1,590	0.0%	Shares	Sole	2025-01-21
2024-09-30	$435,198	1,590	-76.8%	Shares	Sole	2024-11-06
2024-06-30	$1,763,706	6,860	+1.7%	Shares	Sole	2024-08-06
2024-03-31	$2,031,760	6,746	+3.1%	Shares	Sole	2024-05-14
2023-12-31	$1,720,935	6,540	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.