Eagle Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 2107271 WESTPORT, CT

Position in CRM

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

Position Value

$214,624

-$210,796 QoQ

Shares Held

1,370

-39.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,025

of 2,450 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Eagle Wealth Advisors LLC holds $943,664 across 3 Software - Application names. CRM ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,254	$470,651
2	SHOP	Shopify Inc.	2,263	$258,389
3	CRM	Salesforce, Inc. This page	1,370	$214,624

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,624	1,370	-39.9%	Shares	Sole	2026-07-13
2026-03-31	$425,420	2,279	-33.0%	Shares	Sole	2026-04-23
2025-12-31	$901,488	3,403	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.