FLAGSHIP WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 2036117 WAKEFIELD, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$97,912

+$96,419 QoQ

Shares Held

625

+7712.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,143

of 2,457 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $570,179 across 4 Software - Application names. CRM ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,401	$313,753
2	UBER	Uber Technologies, Inc	2,010	$145,041
3	CRM	Salesforce, Inc. This page	625	$97,912
4	SHOP	Shopify Inc.	118	$13,473

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,912	625	+7712.5%	Shares	Sole	2026-07-27
2026-03-31	$1,493	8	-99.8%	Shares	Sole	2026-06-01
2025-12-31	$1,097,256	4,142	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$992,319	4,187	+52237.5%	Shares	Sole	2025-10-30
2025-06-30	$2,181	8	-99.8%	Shares	Sole	2025-08-07
2025-03-31	$1,007,422	3,754	+20755.6%	Shares	Sole	2025-05-12
2024-12-31	$6,017	18	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.