Walser Wealth Management Company, A Ltd Liability Co
Position in CRM — Salesforce, Inc.
CIK 2112280
TAMPA, FL
Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$351,858
-$82,149 QoQ
Shares Held
2,246
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,743
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Walser Wealth Management Company, A Ltd Liability Co holds $993,575 across 2 Software - Application names. CRM ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
7,382 | $641,717 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,246 | $351,858 |
All Filings in CRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,858 | 2,246 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $434,007 | 2,325 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $497,500 | 1,878 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||