CrossGen Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 2112179 GREENVILLE, NC

Position in CRM

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

Position Value

$143,343

-$214,876 QoQ

Shares Held

915

-52.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,102

of 2,457 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CrossGen Wealth, LLC holds $327,881 across 7 Software - Application names. CRM ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	915	$143,343
2	ADP	Automatic Data Processing Inc	520	$116,454
3	ADBE	Adobe Inc.	147	$30,137
4	NOW	ServiceNow, Inc.	184	$18,267
5	INTU	Intuit Inc.	48	$12,528
6	UBER	Uber Technologies, Inc	81	$5,844
7	NCNO	nCino, Inc.	80	$1,308

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,343	915	-52.3%	Shares	Sole	2026-07-24
2026-03-31	$358,219	1,919	-38.0%	Shares	Sole	2026-04-22
2025-12-31	$820,161	3,096	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.