Bravera Wealth

Position in CRM — Salesforce, Inc.

CIK 2126773 BISMARCK, ND

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$63,603

-$45,785 QoQ

Shares Held

406

-30.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,183

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

Bravera Wealth holds $112,907 across 5 Software - Application names. CRM ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	406	$63,603
2	ADBE	Adobe Inc.	162	$33,213
3	UBER	Uber Technologies, Inc	164	$11,834
4	NOW	ServiceNow, Inc.	35	$3,474
5	INTU	Intuit Inc.	3	$783

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,603	406	-30.7%	Shares	Sole	2026-07-23
2026-03-31	$109,388	586	+14.7%	Shares	Sole	2026-04-22
2025-12-31	$135,369	511	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.