Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$364,547
-$219,356 QoQ
Shares Held
2,327
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,716
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,991,940 across 13 Software - Application names. CRM ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,868 | $642,288 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,327 | $364,547 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
667 | $250,338 | |
| 4 | ROP |
Roper Technologies Inc
|
697 | $235,857 | |
| 5 | ADBE |
Adobe Inc.
|
945 | $193,743 | |
| 6 | SHOP |
Shopify Inc.
|
755 | $86,205 | |
| 7 | NOW |
ServiceNow, Inc.
|
851 | $84,487 | |
| 8 | UBER |
Uber Technologies, Inc
|
569 | $41,059 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,547 | 2,327 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $583,903 | 3,128 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $927,979 | 3,503 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $636,345 | 2,685 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $710,902 | 2,607 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $695,320 | 2,591 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $872,935 | 2,611 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $742,575 | 2,713 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $714,480 | 2,779 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $565,917 | 1,879 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $470,494 | 1,788 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $274,766 | 1,355 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $291,327 | 1,379 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $277,494 | 1,389 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $218,640 | 1,649 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $265,960 | 1,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,236 | 1,904 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $371,560 | 1,750 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $494,282 | 1,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $510,164 | 1,881 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $627,041 | 2,567 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $552,980 | 2,610 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $561,665 | 2,524 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $341,795 | 1,360 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $254,768 | 1,360 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $218,129 | 1,515 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||