Cove Private Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 2015131 Oyster Bay Cove, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,734,500

+$373,685 QoQ

Shares Held

17,455

+38.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#838

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cove Private Wealth, LLC holds $10,764,843 across 8 Software - Application names. CRM ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	17,455	$2,734,500
2	ADBE	Adobe Inc.	9,783	$2,005,710
3	SNOW	Snowflake Inc.	6,246	$1,589,607
4	UBER	Uber Technologies, Inc	17,992	$1,298,302
5	ADP	Automatic Data Processing Inc	4,983	$1,115,942
6	ROP	Roper Technologies Inc	2,900	$981,331
7	NOW	ServiceNow, Inc.	5,935	$589,226
8	INTU	Intuit Inc.	1,725	$450,225

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,734,500	17,455	+38.0%	Shares	Sole	2026-07-31
2026-03-31	$2,360,815	12,647	+36.0%	Shares	Sole	2026-05-14
2025-12-31	$2,463,663	9,300	+10.5%	Shares	Sole	2026-01-23
2025-09-30	$1,994,592	8,416	+0.3%	Shares	Sole	2025-11-06
2025-06-30	$2,288,141	8,391	+20.2%	Shares	Sole	2025-07-16
2025-03-31	$1,873,689	6,982	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$2,244,022	6,712	+58.9%	Shares	Sole	2025-01-16
2024-09-30	$1,156,424	4,225	0.0%	Shares	Sole	2024-10-25
2024-06-30	$1,086,247	4,225	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,272,485	4,225	0.0%	Shares	Sole	2024-05-01
2023-12-31	$1,111,766	4,225	—	Shares	Sole	2024-03-12
No filing history on record for this holder in this stock.