Asset One Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 2110759 BELLEVUE, WA

Position in CRM

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

Position Value

$885,598

-$536,454 QoQ

Shares Held

5,653

-25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,279

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Asset One Wealth Management LLC holds $4,678,351 across 4 Software - Application names. CRM ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	23,991	$2,739,292
2	NOW	ServiceNow, Inc.	10,146	$1,007,294
3	CRM	Salesforce, Inc. This page	5,653	$885,598
4	GRAB	Grab Holdings Ltd	12,246	$46,167

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,598	5,653	-25.8%	Shares	Sole	2026-08-13
2026-03-31	$1,422,052	7,618	-47.3%	Shares	Sole	2026-05-13
2025-12-31	$3,830,598	14,460	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.