Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$895,625
-$216,554 QoQ
Shares Held
5,717
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,275
of 2,450 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, 2026TRUE Private Wealth Advisors holds $895,625 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
5,717 | $895,625 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,625 | 5,717 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,112,179 | 5,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,596,612 | 6,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,423,896 | 6,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,644,320 | 6,030 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,616,332 | 6,023 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,960,845 | 5,865 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,605,035 | 5,864 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,515,604 | 5,895 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,764,914 | 5,860 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,553,841 | 5,905 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,296,575 | 6,394 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,325,022 | 6,272 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,273,597 | 6,375 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $842,742 | 6,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $942,727 | 6,554 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,095,535 | 6,638 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,482,842 | 6,984 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,011,947 | 7,917 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,087,037 | 7,695 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,878,436 | 7,690 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,609,576 | 7,597 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,674,538 | 7,525 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,882,135 | 7,489 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,403,851 | 7,494 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,026,577 | 7,130 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||