Alvarez & Marsal Private Wealth Partners, LLC
Position in CRM — Salesforce, Inc.
CIK 2109121
WEST PALM BEACH, FL
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,001
-$78,606 QoQ
Shares Held
2,215
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,755
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $635,208 across 2 Software - Application names. CRM ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,215 | $347,001 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,994 | $288,207 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,001 | 2,215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $425,607 | 2,280 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $336,435 | 1,270 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||