Retirement Wealth Solutions LLC
PensionPosition in CRM — Salesforce, Inc.
CIK 2044741
MARSHFIELD, WI
Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$13,786
-$5,627 QoQ
Shares Held
88
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,328
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $112,413 across 22 Software - Application names. CRM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
60 | $15,621 | |
| 2 | UBER |
Uber Technologies, Inc
|
210 | $15,153 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
88 | $13,786 | |
| 4 | SNOW |
Snowflake Inc.
|
44 | $11,198 | |
| 5 | NOW |
ServiceNow, Inc.
|
106 | $10,523 | |
| 6 | YOU |
Clear Secure, Inc.
|
163 | $9,083 | |
| 7 | SAP |
Sap SE
|
58 | $8,938 | |
| 8 | INTU |
Intuit Inc.
|
28 | $7,308 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,786 | 88 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $19,413 | 104 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $33,378 | 126 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,862 | 126 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $43,085 | 158 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $53,403 | 199 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $70,877 | 212 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||