Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,577,526
-$409,380 QoQ
Shares Held
16,453
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#851
of 2,450 holders
Holding Since
Jun 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, 2026Smith Salley Wealth Management holds $18,000,892 across 6 Software - Application names. CRM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
32,879 | $11,125,924 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,900 | $3,067,752 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
16,453 | $2,577,526 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,227 | $498,736 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,332 | $389,556 | |
| 6 | SHOP |
Shopify Inc.
|
2,990 | $341,398 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,577,526 | 16,453 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,986,906 | 16,001 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,823,975 | 14,435 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,209,217 | 13,541 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,611,279 | 9,576 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,271,935 | 8,466 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,819,423 | 5,442 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,375,119 | 5,024 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,190,115 | 4,629 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,592,037 | 5,286 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,314,383 | 4,995 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $975,371 | 4,810 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $969,682 | 4,590 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $932,972 | 4,670 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $428,000 | 3,228 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $479,850 | 3,336 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $529,613 | 3,209 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $884,949 | 4,168 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,057,180 | 4,160 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,172,212 | 4,322 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $922,119 | 3,775 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $463,783 | 2,189 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $528,953 | 2,377 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $473,235 | 1,883 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $356,488 | 1,903 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||