Livet Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 2111409 SALT LAKE CITY, UT

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$216,817

-$34,254 QoQ

Shares Held

1,384

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#2,017

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

Livet Wealth, LLC holds $1,469,127 across 4 Software - Application names. CRM ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	3,117	$639,047
2	SHOP	Shopify Inc.	3,239	$369,829
3	NOW	ServiceNow, Inc.	2,452	$243,434
4	CRM	Salesforce, Inc. This page	1,384	$216,817

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,817	1,384	+2.9%	Shares	Sole	2026-07-28
2026-03-31	$251,071	1,345	+16.8%	Shares	Sole	2026-04-24
2025-12-31	$305,176	1,152	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.