Position in CRM
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$7,056,872
-$5,471,781 QoQ
Shares Held
37,804
-20.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $36,800,075 across 28 Software - Application names. CRM ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
37,804 | $7,056,872 | |
| 2 | NOW |
ServiceNow, Inc.
|
53,730 | $5,617,471 | |
| 3 | UBER |
Uber Technologies, Inc
|
58,981 | $4,242,503 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,820 | $3,823,847 | |
| 5 | SAP |
Sap SE
|
12,190 | $2,087,049 | |
| 6 | INTU |
Intuit Inc.
|
4,349 | $1,880,420 | |
| 7 | SNOW |
Snowflake Inc.
|
8,304 | $1,252,409 | |
| 8 | ADBE |
Adobe Inc.
|
4,708 | $1,144,420 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,056,872 | 37,804 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,528,653 | 47,294 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,413,920 | 48,160 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,285,775 | 45,054 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,806,944 | 47,723 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,893,045 | 47,537 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,977,685 | 47,414 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,331,801 | 47,965 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,254,164 | 50,648 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $13,355,933 | 50,756 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,862,943 | 63,433 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,443,634 | 68,369 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $13,654,963 | 68,350 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,650,285 | 87,867 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $13,231,410 | 91,987 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $15,286,169 | 92,621 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,650,640 | 92,552 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,396,202 | 36,974 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,267,575 | 37,857 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,014,051 | 36,902 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,279,906 | 43,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,182,205 | 36,769 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $8,473,505 | 33,716 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,401,066 | 34,170 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,413,216 | 37,597 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||