Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,501
+$4,954 QoQ
Shares Held
233
+37.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,226
of 2,443 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $343,166 across 45 Software - Application names. CRM ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
118 | $44,287 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
233 | $36,501 | |
| 3 | UBER |
Uber Technologies, Inc
|
398 | $28,719 | |
| 4 | SAP |
Sap SE
|
160 | $24,657 | |
| 5 | ADBE |
Adobe Inc.
|
119 | $24,397 | |
| 6 | ADP |
Automatic Data Processing Inc
|
107 | $23,962 | |
| 7 | ADSK |
Autodesk, Inc.
|
109 | $21,191 | |
| 8 | SNOW |
Snowflake Inc.
|
83 | $21,123 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,501 | 233 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,547 | 169 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $44,504 | 168 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $38,631 | 163 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $41,176 | 151 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $37,302 | 139 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $53,492 | 160 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $45,435 | 166 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $42,678 | 166 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $49,995 | 166 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $43,681 | 166 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $32,242 | 159 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $33,590 | 159 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $31,765 | 159 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $21,081 | 159 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $21,432 | 149 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $26,241 | 159 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $33,758 | 159 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $40,406 | 159 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $40,411 | 149 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $35,419 | 145 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $187,504 | 885 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $108,372 | 487 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $120,130 | 478 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $87,670 | 468 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $66,950 | 465 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||