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Salesforce

CRM

Market cap $168B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1301	TNA 1301 True North Advisors Dallas, Texas	$262K	+$253K	+1,615	New
1302	CA 1302 Capital Advantage Walnut Creek, California	$261K	–	–	–
1303	BC 1303 Burney Company Reston, Virginia	$260K	+$250K	+1,597	New
1304	AA 1304 Ancora Advisors Cleveland, Ohio	$260K	+$251K	+1,601	New
1305	ISWM 1305 Independent Solutions Wealth Management Williamsville, New York	$258K	+$249K	+1,589	New
1306	ESB 1306 Essex Savings Bank Essex, Connecticut	$258K	-$7.05K	-45	-3%
1307	AOWM 1307 Alpha Omega Wealth Management Richmond, Virginia	$257K	+$784	+5	+0.3%
1308	SMH 1308 Sanders Morris Harris Houston, Texas	$257K	+$243K	+1,550	New
1309	CFG 1309 Cooper Financial Group Irvine, California	$256K	-$29.6K	-189	-11%
1310	GFPC 1310 Global Financial Private Client Sarasota, Florida	$253K	+$244K	+1,557	New
1311	PWAG 1311 Polaris Wealth Advisory Group San Rafael, California	$253K	-$44.7K	-285	-17%
1312	LWPC 1312 Legacy Wealth Partners (California) Calabasas, California	$253K	+$214K	+1,365	New
1313	FMWA 1313 Forvis Mazars Wealth Advisors Springfield, Missouri	$253K	+$244K	+1,555	New
1314	BTW 1314 Boston Trust Walden Boston, Massachusetts	$253K	+$244K	+1,557	New
1315	CCMW 1315 Cypress Capital Management (Wyoming) Sheridan, Wyoming	$252K	–	–	–
1316	RT 1316 Rockland Trust Hanover, Massachusetts	$252K	+$242K	+1,545	New
1317	VWA 1317 V Wealth Advisors Overland Park, Kansas	$250K	–	–	–
1318	BDF 1318 Balasa Dinverno & Foltz	$250K	+$3.76K	+24	+2%
1319	PP 1319 PagnatoKarp Partners Reston, Virginia	$250K	+$241K	+1,535	New
1320	PNC 1320 Park National Corp Newark, Ohio	$250K	+$241K	+1,537	New
1321	SCP 1321 Stamos Capital Partners Menlo Park, California	$250K	+$241K	+1,540	New
1322	AP 1322 Adero Partners Pleasanton, California	$249K	+$240K	+1,530	New
1323	WAM 1323 Weiss Asset Management Boston, Massachusetts	$248K	-$37.3K	-238	-13%
1324	OSAM 1324 O'Shaughnessy Asset Management Stamford, Connecticut	$247K	+$238K	+1,518	+50,600%
1325	EWM 1325 Evermay Wealth Management Arlington, Virginia	$246K	-$14.1K	-90	-6%

Salesforce CRM Market cap $168B

Salesforce

CRM

Market cap $168B