Pines Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$346,375

-$76,059 QoQ

Shares Held

2,211

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,758

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Pines Wealth Management, LLC holds $2,567,266 across 4 Software - Application names. CRM ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	5,670	$1,162,463
2	NOW	ServiceNow, Inc.	7,125	$707,370
3	UBER	Uber Technologies, Inc	4,865	$351,058
4	CRM	Salesforce, Inc. This page	2,211	$346,375

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,375	2,211	-2.3%	Shares	Sole	2026-07-22
2026-03-31	$422,434	2,263	+29.3%	Shares	Sole	2026-04-08
2025-12-31	$463,592	1,750	+1.5%	Shares	Sole	2026-02-02
2025-09-30	$408,588	1,724	-3.8%	Shares	Sole	2025-11-03
2025-06-30	$488,933	1,793	-17.3%	Shares	Sole	2025-07-09
2025-03-31	$581,536	2,167	+0.2%	Shares	Sole	2025-04-11
2024-12-31	$722,821	2,162	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.