We are live on ! Find out more

Salesforce

CRM

Market cap $168B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	CMP 2001 Coston McIsaac & Partners Bar Harbor, Maine	$8K	-$170	-1	-2%
2002	PCC 2002 Park Circle Company Baltimore, Maryland	$8K	–	–	–
2003	SC 2003 Schubert & Co Mckinney, Texas	$8K	+$2.04K	+12	+29%
2004	CSPAM 2004 Cary Street Partners Asset Management Richmond, Virginia	$8K	+$10.2K	+60	New
2005	BCMLT 2005 Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$7K	-$25.9K	-153	-78%
2006	FMP 2006 Financial Management Professionals Austin, Texas	$7K	-$23.6K	-139	-75%
2007	MFC 2007 Mechanics Financial Corp Mansfield, Ohio	$7K	–	–	–
2008	PP 2008 PrairieView Partners St. Paul, Minnesota	$7K	–	–	–
2009	SL 2009 Savior LLC Wellesley Hills, Massachusetts	$7K	–	–	–
2010	FNBOSM 2010 First National Bank of South Miami South Miami, Florida	$6K	-$4.24K	-25	-36%
2011	BAM 2011 Byrne Asset Management Kingston, New Jersey	$6K	-$1.7K	-10	-18%
2012	EIP 2012 Ellis Investment Partners Berwyn, Pennsylvania	$6K	–	–	–
2013	MIM 2013 Macroview Investment Management Bethesda, Maryland	$6K	+$170	+1	+2%
2014	DWA 2014 Delos Wealth Advisors Dallas, Texas	$6K	+$1.02K	+6	+15%
2015	ODG 2015 O'Dell Group Cincinnati, Ohio	$6K	+$7.12K	+42	New
2016	MWA 2016 Moser Wealth Advisors Bellevue, Washington	$5K	+$678	+4	+12%
2017	RG 2017 Retirement Group San Diego, California	$4K	-$42.2K	-249	-91%
2018	SSC 2018 Syverson Strege & Co West Des Moines, Iowa	$4K	-$12.7K	-75	-73%
2019	DI 2019 Disciplined Investments Tulsa, Oklahoma	$4K	-$2.2K	-13	-30%
2020	BG 2020 Bollard Group Boston, Massachusetts	$4K	–	–	–
2021	CWA 2021 Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	–	–	–
2022	MBFW 2022 Morton Brown Family Wealth Allentown, Pennsylvania	$4K	–	–	–
2023	PP 2023 Pacifica Partners Surrey, Canada	$4K	–	–	–
2024	RIM 2024 Ranger Investment Management Dallas, Texas	$4K	–	–	–
2025	RBC 2025 Roble Belko & Company Sewickley, Pennsylvania	$4K	–	–	–

Salesforce CRM Market cap $168B

Salesforce

CRM

Market cap $168B