SPWM Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 2111209 TRAVERSE CITY, MI

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$301,100

-$184,615 QoQ

Shares Held

1,922

-26.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,835

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

SPWM Advisors LLC holds $1,060,881 across 4 Software - Application names. CRM ranks #1 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	1,922	$301,100
2	ADSK	Autodesk, Inc.	1,452	$282,297
3	ADBE	Adobe Inc.	1,171	$240,078
4	UBER	Uber Technologies, Inc	3,290	$237,406

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,100	1,922	-26.1%	Shares	Sole	2026-07-24
2026-03-31	$485,715	2,602	-16.6%	Shares	Sole	2026-05-14
2025-12-31	$826,784	3,121	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.