Position in CRM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,682,972
-$4,174,099 QoQ
Shares Held
35,801
-12.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Wealthspire Advisors, LLC holds $19,198,332 across 18 Software - Application names. CRM ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
35,801 | $6,682,972 | |
| 2 | SHOP |
Shopify Inc.
|
17,623 | $2,090,440 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,579 | $1,539,901 | |
| 4 | PAYX |
Paychex Inc
|
14,010 | $1,290,601 | |
| 5 | SNOW |
Snowflake Inc.
|
8,413 | $1,268,848 | |
| 6 | UBER |
Uber Technologies, Inc
|
15,527 | $1,116,857 | |
| 7 | ADBE |
Adobe Inc.
|
4,536 | $1,102,610 | |
| 8 | NOW |
ServiceNow, Inc.
|
7,285 | $761,646 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,682,972 | 35,801 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,857,071 | 40,984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,892,919 | 7,987 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,599,281 | 9,532 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,233,828 | 8,324 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,640,538 | 7,898 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,070,889 | 7,566 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,984,297 | 7,718 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,280,836 | 7,573 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,978,812 | 7,520 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,320,908 | 6,514 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,443,117 | 6,831 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,268,603 | 6,350 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,077,161 | 8,124 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $904,322 | 6,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,002,948 | 6,077 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,293,878 | 6,094 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,478,275 | 9,752 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,535,635 | 9,349 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $321,703 | 1,317 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,238,300 | 29,444 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,091,659 | 18,387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,597,394 | 14,314 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,284,302 | 12,194 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,012,552 | 13,978 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||