Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,793,482
-$416,851 QoQ
Shares Held
30,598
+9.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#660
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, 2026Stratos Wealth Partners, LTD. holds $41,136,176 across 21 Software - Application names. CRM ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
24,556 | $5,499,316 | |
| 2 | NOW |
ServiceNow, Inc.
|
50,051 | $4,969,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
66,481 | $4,797,268 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
30,598 | $4,793,482 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
12,282 | $4,609,680 | |
| 6 | SHOP |
Shopify Inc.
|
27,143 | $3,099,187 | |
| 7 | MSTR |
Strategy Inc
|
33,846 | $2,942,232 | |
| 8 | PAYX |
Paychex Inc
|
21,908 | $2,154,213 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,793,482 | 30,598 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,210,333 | 27,912 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,649,046 | 32,649 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,024,820 | 33,860 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,827,247 | 32,371 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,664,539 | 32,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,443,762 | 37,220 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,925,545 | 36,263 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,186,044 | 39,619 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $12,604,684 | 41,851 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,567,439 | 40,159 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,291,968 | 35,960 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,685,745 | 31,647 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,451,197 | 27,286 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,804,802 | 28,696 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,226,019 | 29,380 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,043,952 | 30,562 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,668,121 | 31,406 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,170,025 | 32,149 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,493,525 | 31,316 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,630,261 | 31,237 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $7,305,065 | 34,479 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,813,745 | 39,607 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,423,997 | 37,498 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,877,071 | 36,711 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,915,477 | 34,140 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||