Marshall & Sterling Wealth Advisors Inc.
Position in CRM — Salesforce, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,916
+$2,050 QoQ
Shares Held
25
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,396
of 2,457 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $264,159 across 5 Software - Application names. CRM ranks #3 (1.5% of the industry book) .
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,916 | 25 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,866 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,649 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $41,712 | 176 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $52,352 | 192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,082 | 209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,713 | 47 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||