Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,557,944
-$589,498 QoQ
Shares Held
16,328
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#852
of 2,443 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. CRM ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,557,944 | 16,328 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,147,442 | 16,861 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,556,116 | 9,649 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,331,843 | 9,839 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,778,711 | 10,190 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,772,695 | 10,332 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,474,023 | 10,391 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,877,786 | 10,514 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,556,859 | 9,945 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,712,427 | 9,006 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,365,102 | 8,988 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,957,029 | 9,651 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,080,911 | 9,850 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,868,742 | 9,354 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,245,683 | 9,395 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,513,916 | 10,525 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,769,723 | 10,723 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,225,325 | 10,481 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,447,271 | 9,630 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,502,546 | 9,227 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,227,009 | 9,117 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,945,814 | 9,184 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,000,099 | 8,988 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,137,476 | 8,505 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,552,029 | 8,285 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,183,659 | 8,221 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||