TRED AVON FAMILY WEALTH, LLC

Position in CRM — Salesforce, Inc.

CIK 2094435 EASTON, MD

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$666,744

-$157,030 QoQ

Shares Held

4,256

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,426

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,634,794 across 6 Software - Application names. CRM ranks #1 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,256	$666,744
2	UBER	Uber Technologies, Inc	7,656	$552,456
3	ADP	Automatic Data Processing Inc	1,896	$424,609
4	FICO	Fair Isaac Corp	305	$364,407
5	INTU	Intuit Inc.	1,241	$323,901
6	DOCU	Docusign, Inc.	6,814	$302,677

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$666,744	4,256	-3.6%	Shares	Sole	2026-08-10
2026-03-31	$823,774	4,413	-28.1%	Shares	Sole	2026-04-22
2025-12-31	$1,624,957	6,134	+17.2%	Shares	Sole	2026-01-27
2025-09-30	$1,239,984	5,232	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.