CRUX WEALTH ADVISORS

Position in CRM — Salesforce, Inc.

CIK 2054270 LONG BEACH, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$640,739

-$140,661 QoQ

Shares Held

4,090

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,446

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

CRUX WEALTH ADVISORS holds $1,888,708 across 4 Software - Application names. CRM ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,090	$640,739
2	ADSK	Autodesk, Inc.	2,448	$475,940
3	UBER	Uber Technologies, Inc	5,562	$401,353
4	ADBE	Adobe Inc.	1,808	$370,676

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,739	4,090	-2.3%	Shares	Sole	2026-07-21
2026-03-31	$781,400	4,186	-2.0%	Shares	Sole	2026-04-24
2025-12-31	$1,131,960	4,273	-1.8%	Shares	Sole	2026-01-21
2025-09-30	$1,030,950	4,350	-2.2%	Shares	Sole	2025-11-13
2025-06-30	$1,213,197	4,449	+11.6%	Shares	Sole	2025-07-29
2025-03-31	$1,070,219	3,988	-3.2%	Shares	Sole	2025-05-13
2024-12-31	$1,377,773	4,121	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.