LAUREL OAK WEALTH MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 2111403 MARLTON, NJ

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$246,896

-$118,977 QoQ

Shares Held

1,576

-19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,946

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

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,699,708 across 6 Software - Application names. CRM ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	4,572	$453,908
2	ADP	Automatic Data Processing Inc	1,586	$355,184
3	PAYX	Paychex Inc	3,171	$311,804
4	CRM	Salesforce, Inc. This page	1,576	$246,896
5	CDNS	Cadence Design Systems Inc	580	$217,685
6	GRAB	Grab Holdings Ltd	30,300	$114,231

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,896	1,576	-19.6%	Shares	Sole	2026-07-21
2026-03-31	$365,873	1,960	-5.1%	Shares	Sole	2026-04-21
2025-12-31	$547,039	2,065	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.