SUMMIT WEALTH GROUP LLC / CO

Position in CRM — Salesforce, Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$232,326

-$90,239 QoQ

Shares Held

1,483

-14.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,986

of 2,457 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,994,118 across 5 Software - Application names. CRM ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	7,914	$785,701
2	SHOP	Shopify Inc.	3,372	$385,014
3	SNOW	Snowflake Inc.	1,477	$375,896
4	CRM	Salesforce, Inc. This page	1,483	$232,326
5	UBER	Uber Technologies, Inc	2,982	$215,181

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,326	1,483	-14.2%	Shares	Sole	2026-07-28
2026-03-31	$322,565	1,728	-1.2%	Shares	Sole	2026-04-23
2025-12-31	$463,327	1,749	-87.1%	Shares	Sole	2026-02-04
2025-09-30	$3,217,038	13,574	+1186.6%	Shares	Sole	2025-11-14
2025-06-30	$287,687	1,055	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.