Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,608,584
-$342,233 QoQ
Shares Held
61,334
+15.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#481
of 2,451 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $30,229,370 across 10 Software - Application names. CRM ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
61,334 | $9,608,584 | |
| 2 | PAYC |
Paycom Software, Inc.
|
47,214 | $5,933,854 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,162 | $3,331,049 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
7,247 | $2,719,943 | |
| 5 | ADSK |
Autodesk, Inc.
|
10,391 | $2,020,217 | |
| 6 | NOW |
ServiceNow, Inc.
|
19,465 | $1,932,484 | |
| 7 | WDAY |
Workday, Inc.
|
15,392 | $1,884,288 | |
| 8 | SAP |
Sap SE
|
10,241 | $1,578,240 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,608,584 | 61,334 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $9,950,817 | 53,307 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,262,047 | 34,963 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,342,023 | 30,979 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,388,898 | 19,762 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $4,646,851 | 13,899 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,204,184 | 22,667 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,866,645 | 18,929 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $3,506,637 | 11,643 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $4,205,240 | 15,981 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,561,627 | 17,564 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $3,862,466 | 18,283 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $3,933,068 | 19,687 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,590,284 | 11,994 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $519,693 | 3,613 | Shares | Other | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||