WEALTHEDGE INVESTMENT ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 2058455 NEW YORK, NY

Position in CRM

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

Position Value

$780,480

-$1,486,627 QoQ

Shares Held

4,982

-59.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,337

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTHEDGE INVESTMENT ADVISORS, LLC holds $3,605,861 across 4 Software - Application names. CRM ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	5,191	$1,354,851
2	NOW	ServiceNow, Inc.	10,818	$1,074,011
3	CRM	Salesforce, Inc. This page	4,982	$780,480
4	UBER	Uber Technologies, Inc	5,495	$396,519

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,480	4,982	-59.0%	Shares	Sole	2026-07-21
2026-03-31	$2,267,107	12,145	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.