Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,378,686
-$992,938 QoQ
Shares Held
21,567
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#768
of 2,457 holders
Holding Since
Dec 2020
21 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, 2026Modera Wealth Management, LLC holds $29,250,353 across 10 Software - Application names. CRM ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
85,489 | $19,145,261 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
21,567 | $3,378,686 | |
| 3 | ADBE |
Adobe Inc.
|
15,834 | $3,246,286 | |
| 4 | PAYC |
Paycom Software, Inc.
|
7,357 | $924,627 | |
| 5 | SNOW |
Snowflake Inc.
|
2,258 | $574,661 | |
| 6 | INTU |
Intuit Inc.
|
2,196 | $573,156 | |
| 7 | SAP |
Sap SE
|
3,385 | $521,662 | |
| 8 | PAYX |
Paychex Inc
|
4,736 | $465,690 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,378,686 | 21,567 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,371,624 | 23,419 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,915,740 | 26,106 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,569,640 | 27,720 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,525,698 | 27,598 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,226,666 | 26,929 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,659,147 | 25,900 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,662,375 | 24,341 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,407,584 | 21,033 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,913,231 | 12,993 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,957,167 | 11,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,814,678 | 8,949 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,400,653 | 6,630 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $329,637 | 1,650 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $232,695 | 1,755 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $249,274 | 1,733 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $282,713 | 1,713 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $381,114 | 1,795 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,232,276 | 4,849 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $569,833 | 2,101 | Shares | Sole | 2021-11-04 | |
| 2020-12-31 | $218,079 | 980 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||