Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,930,089
-$778,325 QoQ
Shares Held
133,602
+14.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#319
of 2,451 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. CRM ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
|
13,119 | $3,424,059 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,930,089 | 133,602 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,708,414 | 116,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,181,761 | 117,707 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $29,669,217 | 108,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,924,109 | 107,781 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,070,882 | 104,899 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,025,988 | 102,393 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,720,970 | 30,031 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,966,512 | 26,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,762,239 | 21,898 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,049,111 | 19,968 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,724,882 | 1,045,426 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $400,558 | 2,005 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,592,936 | 12,014 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,524,474 | 9,237 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,583,694 | 7,459 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,934,945 | 7,614 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,607,792 | 5,928 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,026,911 | 4,204 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $879,896 | 4,153 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $373,182 | 1,677 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $442,323 | 1,760 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,426,143 | 7,613 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,113,253 | 7,732 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||