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Salesforce

CRM

Market cap $189B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	TWA 1976 Talisman Wealth Advisors Mountainside, New Jersey	$240K	–	–	–
1977	ETCM 1977 Evolutionary Tree Capital Management Alexandria, Virginia	$239K	–	–	–
1978	KCPG 1978 Kavar Capital Partners Group Leawood, Kansas	$239K	-$38.2K	-177	-13%
1979	JSW 1979 Journey Strategic Wealth Summit, New Jersey	$238K	-$1.3K	-6	-0.5%
1980	HC 1980 Hamilton Capital Columbus, Ohio	$237K	+$6.27K	+29	+3%
1981	CAGAS 1981 Capital Advisory Group Advisory Services Bloomington, Minnesota	$237K	+$252K	+1,168	New
1982	CNBTD 1982 Citizens National Bank Trust Department Meridian, Mississippi	$237K	+$3.67K	+17	+1%
1983	AWM 1983 Aprio Wealth Management Atlanta, Georgia	$237K	+$252K	+1,167	New
1984	HWA 1984 Heritage Wealth Advisors Richmond, Virginia	$233K	-$13.6K	-63	-5%
1985	LF 1985 Lantz Financial Naperville, Illinois	$233K	+$432	+2	+0.2%
1986	LA 1986 LexAurum Advisors Overland Park, Kansas	$232K	+$248K	+1,146	New
1987	RCM 1987 Raleigh Capital Management Cary, North Carolina	$232K	+$7.35K	+34	+3%
1988	PCA 1988 Peddock Capital Advisors Braintree, Massachusetts	$231K	–	–	–
1989	SFG 1989 SevenBridge Financial Group Harrisburg, Pennsylvania	$230K	–	–	–
1990	VF 1990 Vawter Financial Columbus, Ohio	$230K	-$2.38K	-11	-1%
1991	IWA 1991 Inspirion Wealth Advisors Libertyville, Illinois	$229K	–	–	–
1992	CSA 1992 Cottage Street Advisors Marion, Massachusetts	$229K	+$27.9K	+129	+13%
1993	FAM 1993 Forte Asset Management Bedford, New York	$228K	–	–	–
1994	CWP 1994 Curated Wealth Partners El Segundo, California	$228K	-$56.6K	-262	-19%
1995	CCMW 1995 Cypress Capital Management (Wyoming) Sheridan, Wyoming	$227K	–	–	–
1996	BHPW 1996 Beverly Hills Private Wealth Beverly Hills, California	$227K	-$135K	-625	-36%
1997	CAAS 1997 Capital Asset Advisory Services Williamston, Michigan	$226K	+$236K	+1,094	New
1998	KFC 1998 Klingenstein Fields & Co New York	$226K	-$16.2K	-75	-6%
1999	FFA 1999 Founders Financial Alliance Raleigh, North Carolina	$225K	-$83.2K	-385	-26%
2000	WCM 2000 WealthBridge Capital Management Westerville, Ohio	$225K	+$2.38K	+11	+1%

Salesforce CRM Market cap $189B

Salesforce

CRM

Market cap $189B