Ponta Wealth Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 2107740 WINTER PARK, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$502,251

+$29,976 QoQ

Shares Held

3,206

+26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,572

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $2,566,914 across 6 Software - Application names. CRM ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	9,263	$919,630
2	CRM	Salesforce, Inc. This page	3,206	$502,251
3	CDNS	Cadence Design Systems Inc	1,025	$384,703
4	DDOG	Datadog, Inc.	1,103	$287,177
5	INTU	Intuit Inc.	1,008	$263,088
6	ADP	Automatic Data Processing Inc	938	$210,065

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,251	3,206	+26.7%	Shares	Sole	2026-08-12
2026-03-31	$472,275	2,530	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.