Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,945,991
-$1,028,213 QoQ
Shares Held
18,805
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#223
of 968 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, 2026WEDBUSH SECURITIES INC holds $26,070,282 across 21 Software - Application names. CRM ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
42,739 | $4,243,127 | |
| 2 | UBER |
Uber Technologies, Inc
|
41,208 | $2,973,569 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
18,805 | $2,945,991 | |
| 4 | ADP |
Automatic Data Processing Inc
|
10,736 | $2,404,327 | |
| 5 | SHOP |
Shopify Inc.
|
17,554 | $2,004,315 | |
| 6 | ADBE |
Adobe Inc.
|
8,133 | $1,667,427 | |
| 7 | PAYX |
Paychex Inc
|
16,936 | $1,665,316 | |
| 8 | INTU |
Intuit Inc.
|
5,549 | $1,448,289 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,945,991 | 18,805 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,974,204 | 21,290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,210,020 | 23,442 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,750,805 | 24,265 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,153,749 | 26,234 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,141,237 | 30,337 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,661,468 | 28,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,171,338 | 29,854 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,496,126 | 33,046 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,815,757 | 32,591 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,757,893 | 29,482 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,604,230 | 27,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,629,867 | 26,649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,474,070 | 32,406 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,993,604 | 37,662 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,761,942 | 40,058 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,416,590 | 38,879 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,201,496 | 38,628 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $9,796,457 | 38,549 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $10,538,253 | 38,855 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $9,310,106 | 38,114 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,084,959 | 38,160 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,495,650 | 29,190 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,107,076 | 24,300 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,875,295 | 20,687 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,857,859 | 19,849 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||