Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,290,408
-$319,060 QoQ
Shares Held
8,237
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,119
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. CRM ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,408 | 8,237 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,609,468 | 8,622 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,377,602 | 12,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,080,052 | 12,996 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,507,066 | 12,861 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $8,170,022 | 24,437 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,554,122 | 27,599 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $7,348,432 | 28,582 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,933,984 | 26,343 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,823,746 | 25,932 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $5,341,833 | 26,343 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $6,703,913 | 31,733 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,449,098 | 32,281 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,505,944 | 26,442 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $4,748,445 | 33,012 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,601,808 | 27,883 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $7,159,005 | 33,718 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $8,497,344 | 33,437 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $8,113,275 | 29,914 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $6,752,599 | 27,644 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,582,137 | 26,347 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,455,444 | 15,528 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,612,472 | 14,374 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,890,720 | 10,093 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,764,905 | 12,258 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||