Ark Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 2110109 YORBA LINDA, CA

Position in CRM

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

Position Value

$632,906

+$249,113 QoQ

Shares Held

4,040

+96.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,448

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ark Wealth Advisors LLC holds $3,157,033 across 5 Software - Application names. CRM ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,459	$774,643
2	PAYX	Paychex Inc	7,059	$694,111
3	CRM	Salesforce, Inc. This page	4,040	$632,906
4	UBER	Uber Technologies, Inc	7,818	$564,146
5	ADBE	Adobe Inc.	2,396	$491,227

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,906	4,040	+96.5%	Shares	Sole	2026-08-13
2026-03-31	$383,793	2,056	+77.9%	Shares	Sole	2026-05-15
2025-12-31	$306,235	1,156	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.