Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$949,829
-$230,485 QoQ
Shares Held
6,063
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,253
of 2,451 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. CRM ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,829 | 6,063 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,180,314 | 6,323 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $609,293 | 2,300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $548,181 | 2,313 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $606,735 | 2,225 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $614,007 | 2,288 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $846,523 | 2,532 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $602,709 | 2,202 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $393,105 | 1,529 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $396,352 | 1,316 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $301,939 | 1,489 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,559,198 | 40,515 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $664,268 | 3,325 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $501,587 | 3,783 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $281,494 | 1,957 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,859 | 1,726 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $405,743 | 1,911 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,078,019 | 4,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $446,970 | 1,648 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $379,839 | 1,555 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $279,244 | 1,318 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $326,228 | 1,466 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $205,579 | 818 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||