Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,031,723
-$296,798 QoQ
Shares Held
12,969
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#942
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $3,332,007 across 12 Software - Application names. CRM ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
12,969 | $2,031,723 | |
| 2 | ADBE |
Adobe Inc.
|
4,851 | $994,552 | |
| 3 | ROP |
Roper Technologies Inc
|
757 | $256,161 | |
| 4 | SAP |
Sap SE
|
165 | $25,428 | |
| 5 | UBER |
Uber Technologies, Inc
|
125 | $9,020 | |
| 6 | SHOP |
Shopify Inc.
|
29 | $3,311 | |
| 7 | NOW |
ServiceNow, Inc.
|
30 | $2,978 | |
| 8 | ADP |
Automatic Data Processing Inc
|
12 | $2,687 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,031,723 | 12,969 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,328,521 | 12,474 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,277,201 | 12,371 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,055,404 | 12,892 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,517,973 | 12,901 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,506,928 | 13,068 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,336,260 | 12,970 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,505,403 | 12,807 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,313,761 | 12,889 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,783,423 | 12,562 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,301,354 | 12,546 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,520,149 | 12,428 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,666,734 | 12,623 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,577,761 | 12,903 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,732,818 | 13,069 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,996,930 | 13,883 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,335,811 | 14,153 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,116,432 | 14,678 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,925,546 | 15,447 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,192,247 | 15,457 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,675,286 | 15,046 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,174,871 | 14,985 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,142,568 | 14,122 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,519,736 | 14,005 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,634,983 | 14,066 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,077,919 | 14,432 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||