Old North State Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 2041262 Wilmington, NC

Position in CRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$759,487

+$169,424 QoQ

Shares Held

4,848

+53.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,354

of 2,457 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Old North State Wealth Management, LLC holds $4,859,887 across 2 Software - Application names. CRM ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADBE	Adobe Inc.	20,000	$4,100,400
2	CRM	Salesforce, Inc. This page	4,848	$759,487

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,487	4,848	+53.4%	Shares	Sole	2026-07-17
2026-03-31	$590,063	3,161	+92.9%	Shares	Sole	2026-04-17
2025-12-31	$434,187	1,639	+72.9%	Shares	Sole	2026-01-23
2025-09-30	$224,676	948	+9.7%	Shares	Sole	2025-10-17
2025-06-30	$235,604	864	+2.0%	Shares	Sole	2025-07-16
2025-03-31	$227,300	847	+20.0%	Shares	Sole	2025-04-24
2024-12-31	$236,036	706	-33.5%	Shares	Sole	2025-01-27
2024-09-30	$290,680	1,062	+0.7%	Shares	Sole	2024-10-29
2024-06-30	$271,240	1,055	+35.4%	Shares	Sole	2024-10-29
2024-03-31	$234,619	779	-91.9%	Shares	Sole	2024-10-29
2023-12-31	$2,536,143	9,638	+2.8%	Shares	Sole	2024-10-28
2023-09-30	$1,901,670	9,378	+0.8%	Shares	Sole	2024-10-28
2023-06-30	$1,965,351	9,303	+1.3%	Shares	Sole	2024-10-28
2023-03-31	$1,834,979	9,185	-6.1%	Shares	Sole	2024-10-28
2022-12-31	$1,296,730	9,780	-17.5%	Shares	Sole	2024-10-25
2022-09-30	$1,705,942	11,860	+13.1%	Shares	Sole	2024-10-25
2022-06-30	$1,729,949	10,482	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.