Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,728,233
-$635,746 QoQ
Shares Held
17,415
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#839
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $22,173,329 across 16 Software - Application names. CRM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
27,844 | $6,235,663 | |
| 2 | NOW |
ServiceNow, Inc.
|
34,708 | $3,445,810 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
17,415 | $2,728,233 | |
| 4 | WDAY |
Workday, Inc.
|
20,540 | $2,514,506 | |
| 5 | UBER |
Uber Technologies, Inc
|
17,046 | $1,230,038 | |
| 6 | ROP |
Roper Technologies Inc
|
3,265 | $1,104,842 | |
| 7 | ADSK |
Autodesk, Inc.
|
5,595 | $1,087,779 | |
| 8 | INTU |
Intuit Inc.
|
4,064 | $1,060,704 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728,233 | 17,415 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,363,979 | 18,021 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,973,436 | 48,973 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,758,281 | 49,613 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,329,629 | 70,885 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,247,514 | 8,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,686,322 | 11,026 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,381,822 | 8,702 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,321,868 | 9,031 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,923,606 | 19,668 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,644,157 | 17,649 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $462,338 | 2,280 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $414,143 | 2,073 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $392,996 | 2,964 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $430,369 | 2,992 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $458,646 | 2,779 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $473,261 | 2,229 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $572,809 | 2,254 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $601,023 | 2,216 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $557,668 | 2,283 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $497,047 | 2,346 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $513,599 | 2,308 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $583,816 | 2,323 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $438,726 | 2,342 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $332,449 | 2,309 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||