Elevated Private Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 2083411 BROOKFIELD, WI

Position in CRM

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

Position Value

$1,477,460

-$14,248 QoQ

Shares Held

9,431

+67.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,070

of 2,451 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Elevated Private Wealth, LLC holds $6,642,613 across 5 Software - Application names. CRM ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,016	$1,643,440
2	CRM	Salesforce, Inc. This page	9,431	$1,477,460
3	NOW	ServiceNow, Inc.	12,648	$1,255,693
4	TEAM	Atlassian Corp	15,726	$1,223,325
5	INTU	Intuit Inc.	3,995	$1,042,695

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,460	9,431	+67.5%	Shares	Sole	2026-07-30
2025-12-31	$1,491,708	5,631	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.