Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$383,033
-$152,896 QoQ
Shares Held
2,445
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,698
of 2,451 holders
Holding Since
Mar 2020
5 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, 2026Bernicke Wealth Management, Ltd. holds $383,033 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,445 | $383,033 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,033 | 2,445 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $535,929 | 2,871 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $823,870 | 3,110 | Shares | Sole | 2026-08-11 | |
| 2020-06-30 | $1,026,943 | 5,482 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,123,475 | 7,803 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||