Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,505,110
-$1,332,256 QoQ
Shares Held
22,374
-13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#757
of 2,451 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. CRM ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,505,110 | 22,374 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $4,837,366 | 25,914 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,424,032 | 20,475 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $5,096,685 | 21,505 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,396,308 | 16,122 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,276,853 | 15,937 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,743,455 | 17,179 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,231,556 | 15,460 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,003,047 | 15,570 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,986,718 | 13,237 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,190,377 | 8,324 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $74,623 | 368 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $124,220 | 588 | Shares | Other | 2023-08-10 | |
| 2022-03-31 | $114,865 | 541 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||