Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,124,779
-$946,502 QoQ
Shares Held
13,563
-17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#920
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $25,828,950 across 25 Software - Application names. CRM ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
45,620 | $4,529,153 | |
| 2 | UBER |
Uber Technologies, Inc
|
62,296 | $4,495,279 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,697 | $3,264,158 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
13,563 | $2,124,779 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,022 | $1,348,626 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
17,895 | $1,265,355 | |
| 7 | PAYX |
Paychex Inc
|
11,460 | $1,126,861 | |
| 8 | FICO |
Fair Isaac Corp
|
845 | $1,009,589 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,124,779 | 13,563 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,071,281 | 16,453 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,950,073 | 14,911 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,840,919 | 11,987 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,148,341 | 22,547 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,148,218 | 19,184 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,466,610 | 19,342 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,255,232 | 19,200 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,152,284 | 20,040 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,706,156 | 18,946 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,027,026 | 19,104 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,258,380 | 21,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,536,808 | 21,475 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,362,795 | 21,838 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,111,622 | 23,468 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,805,311 | 19,503 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,903,548 | 17,593 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,164,869 | 19,616 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,667,856 | 10,498 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,496,580 | 9,205 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,003,991 | 8,204 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $916,549 | 4,326 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,632,035 | 7,334 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,057,303 | 4,207 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,178,582 | 22,306 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,308,863 | 16,036 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||