Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$345,121
-$87,020 QoQ
Shares Held
2,203
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,761
of 2,451 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Greenwich Wealth Management LLC holds $17,038,610 across 8 Software - Application names. CRM ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
|
120,835 | $5,367,490 | |
| 2 | PAYC |
Paycom Software, Inc.
|
40,723 | $5,118,066 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
37,614 | $4,628,402 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,816 | $577,412 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,163 | $484,403 | |
| 6 | ADBE |
Adobe Inc.
|
1,857 | $380,722 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
2,203 | $345,121 | |
| 8 | FRSH |
Freshworks Inc.
|
13,537 | $136,994 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,121 | 2,203 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $432,141 | 2,315 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $643,996 | 2,431 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $565,008 | 2,384 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $656,910 | 2,409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $661,775 | 2,466 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $845,520 | 2,529 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $731,079 | 2,671 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $657,404 | 2,557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $771,924 | 2,563 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $648,376 | 2,464 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $459,296 | 2,265 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $475,546 | 2,251 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $449,704 | 2,251 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $298,460 | 2,251 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $323,783 | 2,251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,039 | 2,230 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $473,473 | 2,230 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $597,713 | 2,352 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $678,050 | 2,500 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $216,911 | 888 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||