Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,005,443
-$219,858 QoQ
Shares Held
6,418
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,226
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, 2026Ellevest, Inc. holds $10,745,798 across 16 Software - Application names. CRM ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
9,478 | $1,460,654 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,056 | $1,356,241 | |
| 3 | DDOG |
Datadog, Inc.
|
4,933 | $1,284,355 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,418 | $1,005,443 | |
| 5 | PAYX |
Paychex Inc
|
8,959 | $880,938 | |
| 6 | UBER |
Uber Technologies, Inc
|
11,967 | $863,538 | |
| 7 | NOW |
ServiceNow, Inc.
|
7,913 | $785,602 | |
| 8 | ADBE |
Adobe Inc.
|
3,728 | $764,314 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,443 | 6,418 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,225,301 | 6,564 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,656,747 | 6,254 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,497,129 | 6,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,720,401 | 6,309 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,910,723 | 7,120 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,668,622 | 7,982 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,560,009 | 9,353 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,276,244 | 4,964 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,431,809 | 4,754 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,203,602 | 4,574 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $983,077 | 4,848 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $977,922 | 4,629 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $793,126 | 3,970 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $368,202 | 2,777 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $377,723 | 2,626 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $501,556 | 3,039 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $770,509 | 3,629 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $864,042 | 3,400 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $873,599 | 3,221 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $602,125 | 2,465 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $470,139 | 2,219 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $475,324 | 2,136 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $611,712 | 2,434 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $425,239 | 2,270 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $243,326 | 1,690 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||