Atlantic Edge Private Wealth Management, LLC
Position in CRM — Salesforce, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,592
-$2,221 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,345
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $2,018,669 across 8 Software - Application names. CRM ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
5,512 | $1,865,205 | |
| 2 | NOW |
ServiceNow, Inc.
|
750 | $74,460 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
67 | $25,146 | |
| 4 | ADP |
Automatic Data Processing Inc
|
86 | $19,259 | |
| 5 | INTU |
Intuit Inc.
|
73 | $19,053 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
74 | $11,592 | |
| 7 | UBER |
Uber Technologies, Inc
|
35 | $2,525 | |
| 8 | U |
Unity Software Inc.
|
50 | $1,429 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,592 | 74 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,813 | 74 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,603 | 74 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,538 | 74 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,271 | 34 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,124 | 34 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,367 | 34 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||