Arta Finance Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 2099257 MOUNTAIN VIEW, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,606,391

+$305,675 QoQ

Shares Held

10,254

+47.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#1,028

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Arta Finance Wealth Management LLC holds $3,799,423 across 3 Software - Application names. CRM ranks #2 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	7,861	$1,611,662
2	CRM	Salesforce, Inc. This page	10,254	$1,606,391
3	CDNS	Cadence Design Systems Inc	1,549	$581,370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,606,391	10,254	+47.2%	Shares	Sole	2026-08-13
2026-03-31	$1,300,716	6,968	+31.2%	Shares	Sole	2026-04-20
2025-12-31	$1,407,201	5,312	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.