Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,737,006
+$206,135 QoQ
Shares Held
17,471
+28.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#836
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)
Derivatives in CRM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,073,440
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. CRM ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in CRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,737,006 | 17,471 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,530,871 | 13,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,945,834 | 14,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,130,910 | 17,430 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,638,910 | 24,346 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,073,440 | 4,000 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $6,565,427 | 24,465 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,034,284 | 24,031 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $1,337,320 | 4,000 | Put | Sole | 2025-02-06 | |
| 2024-09-30 | $5,357,599 | 19,574 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,683,590 | 18,217 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $301,180 | 1,000 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $6,650,656 | 22,082 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,963,482 | 11,262 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,206,043 | 10,879 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,294,706 | 10,862 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,133,850 | 10,681 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,412,348 | 10,652 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,563,253 | 10,868 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,570,355 | 9,515 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,584,968 | 7,465 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,022,112 | 7,957 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,132,060 | 7,861 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,853,520 | 7,588 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,300,246 | 6,137 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,270,868 | 5,711 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,262,631 | 5,024 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $909,487 | 4,855 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $723,211 | 5,023 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||