Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,325,813
-$753,317 QoQ
Shares Held
8,463
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,104
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,675,891 across 10 Software - Application names. CRM ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
35,626 | $1,985,436 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
8,463 | $1,325,813 | |
| 3 | SHOP |
Shopify Inc.
|
11,323 | $1,292,860 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,091 | $803,274 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,034 | $579,733 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,443 | $547,109 | |
| 7 | PAYX |
Paychex Inc
|
5,418 | $532,751 | |
| 8 | MSTR |
Strategy Inc
|
3,153 | $274,090 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,813 | 8,463 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,079,130 | 11,138 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,798,244 | 10,563 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,054,176 | 4,448 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,220,560 | 4,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,130,063 | 4,211 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,284,161 | 3,841 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,170,931 | 4,278 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,177,518 | 4,580 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,386,030 | 4,602 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,240,178 | 4,713 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $967,463 | 4,771 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,002,639 | 4,746 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $860,052 | 4,305 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $478,987 | 3,330 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $523,836 | 3,174 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $638,446 | 3,007 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $804,067 | 3,164 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $861,123 | 3,175 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $719,375 | 2,945 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $583,489 | 2,754 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $503,140 | 2,261 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $485,047 | 1,930 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $365,668 | 1,952 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $291,559 | 2,025 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||