Caliber Wealth Management, LLC / KS
Position in CRM — Salesforce, Inc.
CIK 2067120
Overland Park, KS
Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,881,172
-$14,088 QoQ
Shares Held
12,008
+18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#965
of 2,457 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $4,111,668 across 3 Software - Application names. CRM ranks #2 (45.8% of the industry book) .
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,172 | 12,008 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,895,260 | 10,153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,149,214 | 8,113 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,888,890 | 7,970 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,826,477 | 6,698 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,881,471 | 7,011 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||