BINGHAM PRIVATE WEALTH, LLC

Position in CRM — Salesforce, Inc.

CIK 2063211 SAN FRANCISCO, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$311,283

-$77,177 QoQ

Shares Held

1,987

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,822

of 2,451 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 12% None 88%

Technology · as of Jun 30, 2026

BINGHAM PRIVATE WEALTH, LLC holds $2,053,606 across 4 Software - Application names. CRM ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	14,972	$1,080,379
2	CDNS	Cadence Design Systems Inc	984	$369,314
3	CRM	Salesforce, Inc. This page	1,987	$311,283
4	PAYX	Paychex Inc	2,976	$292,630

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,283	1,987	-4.5%	Shares	Defined	2026-08-11
2026-03-31	$388,460	2,081	-1.4%	Shares	Defined	2026-05-07
2025-12-31	$559,225	2,111	-5.6%	Shares	Defined	2026-01-23
2025-06-30	$610,007	2,237	-2.1%	Shares	Defined	2025-07-23
2025-03-31	$612,934	2,284	+3.1%	Shares	Defined	2025-05-05
2024-12-31	$740,540	2,215	—	Shares	Defined	2025-05-05
No filing history on record for this holder in this stock.