Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$21,708,414
-$9,473,347 QoQ
Shares Held
116,293
-1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 94.2584678355533.ToString("F0")%
Shared 0.ToString("F0")%
None 5.741532164446699.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. CRM ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $220,856,696 | 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. | ||||||