Position in CRM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$750,973
-$311,581 QoQ
Shares Held
4,023
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. CRM ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
101,445 | $17,368,398 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,023 | $750,973 | |
| 3 | SHOP |
Shopify Inc.
|
2,878 | $341,388 | |
| 4 | ADBE |
Adobe Inc.
|
1,344 | $326,699 | |
| 5 | INTU |
Intuit Inc.
|
648 | $280,182 | |
| 6 | DOCU |
Docusign, Inc.
|
5,000 | $237,050 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,152 | $234,063 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,220 | $232,101 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,973 | 4,023 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,062,554 | 4,011 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $961,746 | 4,058 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,355,541 | 4,971 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,261,292 | 4,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,727,483 | 5,167 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,523,196 | 5,565 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,468,812 | 5,713 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $51,542,740 | 171,136 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $46,148,177 | 175,375 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $36,144,723 | 178,246 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $38,145,105 | 180,560 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $37,283,343 | 186,622 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $24,846,968 | 187,397 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,690,757 | 199,463 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $33,286,752 | 201,689 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,588,631 | 200,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $50,105,033 | 197,163 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $53,212,007 | 196,195 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $47,356,380 | 193,869 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $40,437,931 | 190,862 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $41,835,194 | 187,998 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $47,789,251 | 190,153 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $35,767,478 | 190,933 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $27,103,227 | 188,243 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||