Maia Wealth LLC

Position in CRM — Salesforce, Inc.

CIK 2010858 DENVER, CO

Position in CRM

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

Position Value

$807,895

-$2,821,716 QoQ

Shares Held

5,157

-73.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,324

of 2,451 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Maia Wealth LLC holds $3,664,511 across 6 Software - Application names. CRM ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	23,702	$1,710,336
2	CRM	Salesforce, Inc. This page	5,157	$807,895
3	ADBE	Adobe Inc.	2,209	$452,889
4	ADSK	Autodesk, Inc.	2,064	$401,282
5	SHOP	Shopify Inc.	1,964	$224,249
6	GRAB	Grab Holdings Ltd	18,000	$67,860

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,895	5,157	-73.5%	Shares	Sole	2026-07-28
2026-03-31	$3,629,611	19,444	+24.6%	Shares	Sole	2026-05-08
2025-12-31	$4,134,185	15,606	+16.6%	Shares	Sole	2026-02-17
2025-09-30	$3,171,060	13,380	+36.8%	Shares	Sole	2025-11-13
2025-06-30	$2,666,635	9,779	+35.8%	Shares	Sole	2025-08-13
2025-03-31	$1,931,923	7,199	+7.3%	Shares	Sole	2025-05-12
2024-12-31	$2,244,022	6,712	+23.2%	Shares	Sole	2025-02-05
2024-09-30	$1,490,898	5,447	+69.2%	Shares	Sole	2024-10-30
2024-06-30	$827,862	3,220	+29.8%	Shares	Sole	2024-07-16
2023-12-31	$652,850	2,481	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.