Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,868,092
-$743,217 QoQ
Shares Held
24,691
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#724
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. CRM ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
4,410 | $273,640 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,868,092 | 24,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,611,309 | 24,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,595,994 | 24,899 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,018,852 | 25,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,085,031 | 25,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,992,656 | 26,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,117,179 | 27,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,395,644 | 27,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,976,922 | 27,137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,129,450 | 26,992 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,298,714 | 27,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,505,882 | 27,152 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,426,001 | 25,684 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,413,638 | 27,098 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,720,740 | 28,062 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,656,219 | 39,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,515,613 | 39,479 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,365,194 | 39,399 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,035,339 | 39,489 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,810,557 | 39,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,994,306 | 40,915 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,644,693 | 36,082 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,052,470 | 36,186 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,000,019 | 35,811 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,659,955 | 35,552 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,938,513 | 34,300 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||