Warm Springs Advisors Inc.

Position in CRM — Salesforce, Inc.

CIK 2057078 LARKSPUR, CA

Position in CRM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$534,249

-$261,540 QoQ

Shares Held

2,862

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Warm Springs Advisors Inc. holds $4,415,766 across 4 Software - Application names. CRM ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRAB	Grab Holdings Ltd	458,500	$1,678,110
2	FIG	Figma, Inc.	60,000	$1,268,400
3	SOUN	Soundhound Ai, Inc.	136,100	$935,007
4	CRM	Salesforce, Inc. This page	2,862	$534,249

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$534,249	2,862	-4.7%	Shares	Sole	2026-04-30
2025-12-31	$795,789	3,004	0.0%	Shares	Sole	2026-01-27
2025-09-30	$711,948	3,004	0.0%	Shares	Sole	2025-11-12
2025-06-30	$819,160	3,004	-2.4%	Shares	Sole	2025-08-06
2025-03-31	$826,012	3,078	+3.5%	Shares	Sole	2025-08-06
2024-12-31	$994,631	2,975	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.