Uniting Wealth Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 2056414 DENVER, CO

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$240,316

-$11,315 QoQ

Shares Held

1,534

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,960

of 2,452 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Uniting Wealth Partners, LLC holds $5,690,560 across 5 Software - Application names. CRM ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	13,755	$3,581,251
2	NOW	ServiceNow, Inc.	11,428	$1,134,571
3	PAYX	Paychex Inc	5,296	$520,755
4	CRM	Salesforce, Inc. This page	1,534	$240,316
5	ADSK	Autodesk, Inc.	1,099	$213,667

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,316	1,534	+13.8%	Shares	Sole	2026-08-06
2026-03-31	$251,631	1,348	-46.7%	Shares	Sole	2026-04-22
2025-12-31	$670,487	2,531	-1.7%	Shares	Defined	2026-02-13
2025-09-30	$610,512	2,576	+33.3%	Shares	Sole	2025-11-07
2025-06-30	$527,109	1,933	0.0%	Shares	Sole	2025-08-05
2025-03-31	$518,739	1,933	+2.4%	Shares	Sole	2025-04-25
2024-12-31	$630,880	1,887	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.