Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,981,278
-$701,694 QoQ
Shares Held
38,180
+6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#588
of 2,461 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. CRM ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,981,278 | 38,180 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||