Salesforce

CRM

Market cap $194B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	DA 1976 DCM Advisors New York	$406K	+$73.6K	+275	+21%
1977	BMC 1977 Beaton Management Company Haverhill, Massachusetts	$405K	+$11.8K	+44	+3%
1978	CPWA 1978 Cerro Pacific Wealth Advisors San Luis Obispo, California	$404K	+$421K	+1,573	New
1979	OW 1979 Olistico Wealth Tulsa, Oklahoma	$404K	+$134K	+502	+47%
1980	SCG 1980 Sonata Capital Group Seattle, Washington	$403K	–	–	–
1981	WIA 1981 Wetzel Investment Advisors Indianapolis, Indiana	$401K	-$61K	-228	-15%
1982	LI 1982 LRI Investments Palm Beach Gardens, Florida	$399K	+$415K	+1,550	New
1983	DWA 1983 Dougherty Wealth Advisers Wayzata, Minnesota	$398K	–	–	–
1984	WWP 1984 Waypoint Wealth Partners Mill Valley, California	$397K	-$106K	-396	-20%
1985	NHC 1985 Nicholas Hoffman & Company Atlanta, Georgia	$397K	-$11K	-41	-3%
1986	TWM 1986 Tradition Wealth Management Edina, Minnesota	$397K	+$4.55K	+17	+1%
1987	MWM 1987 Mattern Wealth Management Lawrence, Kansas	$396K	+$46K	+172	+13%
1988	KFGK 1988 Keystone Financial Group (Kentucky) Lexington, Kentucky	$395K	-$55.1K	-206	-12%
1989	WC 1989 Waterloo Capital Austin, Texas	$394K	+$122K	+457	+42%
1990	PFA 1990 Pathway Financial Advisors South Burlington, Vermont	$394K	-$6.15K	-23	-1%
1991	PWP 1991 Phillips Wealth Planners Starkville, Mississippi	$394K	+$108K	+403	+35%
1992	FSA 1992 Fort Sheridan Advisors Highland Park, Illinois	$393K	-$24.1K	-90	-6%
1993	AWE 1993 Avidian Wealth Enterprises Houston, Texas	$393K	+$57K	+213	+16%
1994	SGAM 1994 Smith Group Asset Management Dallas, Texas	$393K	-$21.4K	-80	-5%
1995	HHRDM 1995 H&H Retirement Design & Management Las Vegas, Nevada	$393K	+$129K	+482	+45%
1996	RFO 1996 RiverGlades Family Offices Naples, Florida	$392K	–	–	–
1997	WA 1997 Waddell & Associates Memphis, Tennessee	$392K	+$12.3K	+46	+3%
1998	GCP 1998 Garda Capital Partners Wayzata, Minnesota	$392K	+$408K	+1,523	New
1999	SAM 1999 Silvercrest Asset Management New York	$390K	–	–	–
2000	SIM 2000 SSI Investment Management Los Angeles, California	$389K	–	–	–

Salesforce CRM Market cap $194B

Salesforce

CRM

Market cap $194B