Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$713,586
-$101,228 QoQ
Shares Held
4,555
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,381
of 2,457 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. CRM ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,586 | 4,555 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $814,814 | 4,365 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,216,731 | 4,593 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $966,486 | 4,078 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,112,029 | 4,078 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,048,750 | 3,908 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,337,654 | 4,001 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,007,252 | 3,680 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $814,749 | 3,169 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $966,787 | 3,210 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $822,575 | 3,126 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $618,276 | 3,049 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $515,263 | 2,439 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $484,666 | 2,426 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $710,682 | 5,360 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $955,816 | 6,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,058,401 | 6,413 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,239,099 | 5,836 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,203,051 | 4,734 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,188,486 | 4,382 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $975,614 | 3,994 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $668,661 | 3,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $600,608 | 2,699 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $519,227 | 2,066 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $279,871 | 1,494 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||