Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$546,900
-$70,044 QoQ
Shares Held
3,491
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,520
of 2,451 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NWAM LLC holds $7,448,322 across 12 Software - Application names. CRM ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
10,262 | $2,298,174 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,127 | $798,305 | |
| 3 | U |
Unity Software Inc.
|
26,771 | $765,115 | |
| 4 | SNOW |
Snowflake Inc.
|
2,625 | $668,062 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
3,491 | $546,900 | |
| 6 | MSTR |
Strategy Inc
|
6,248 | $543,138 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,647 | $362,074 | |
| 8 | UBER |
Uber Technologies, Inc
|
4,741 | $342,110 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,900 | 3,491 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $616,944 | 3,305 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $885,594 | 3,343 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $1,262,764 | 3,777 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,152,045 | 4,209 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $6,026,912 | 20,011 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $529,174 | 2,011 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $471,260 | 2,324 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $572,937 | 2,712 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $499,649 | 2,501 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $376,688 | 2,841 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $480,713 | 3,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $580,280 | 3,516 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $932,509 | 4,392 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,281,069 | 5,041 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,234,864 | 4,553 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,021,781 | 4,183 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,323,604 | 15,687 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $799,327 | 3,592 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $403,883 | 2,156 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $300,198 | 2,085 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||