Sandro Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 2107860 FAIRFIELD, NJ

Position in CRM

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$442,594

-$94,113 QoQ

Shares Held

2,371

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Sandro Wealth Management LLC holds $1,408,568 across 4 Software - Application names. CRM ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	2,371	$442,594
2	PAYX	Paychex Inc	4,463	$411,131
3	ADBE	Adobe Inc.	1,287	$312,843
4	MNTN	MNTN, Inc.	27,500	$242,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$442,594	2,371	+17.0%	Shares	Sole	2026-04-21
2025-12-31	$536,707	2,026	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.