Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,720,244
+$349,535 QoQ
Shares Held
17,364
+36.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#212
of 889 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, 2026Wealthcare Advisory Partners LLC holds $16,102,025 across 15 Software - Application names. CRM ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
38,198 | $3,792,297 | |
| 2 | SNOW |
Snowflake Inc.
|
13,682 | $3,482,069 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
17,364 | $2,720,244 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,184 | $1,160,956 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,635 | $839,581 | |
| 6 | ADBE |
Adobe Inc.
|
3,651 | $748,528 | |
| 7 | MSTR |
Strategy Inc
|
7,857 | $683,009 | |
| 8 | SHOP |
Shopify Inc.
|
5,244 | $598,759 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,720,244 | 17,364 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,370,709 | 12,700 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,407,537 | 12,863 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,891,163 | 12,199 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,009,406 | 11,036 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,263,348 | 8,434 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,945,447 | 8,810 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,569,863 | 9,389 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,601,080 | 10,117 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,036,880 | 6,763 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,719,619 | 6,535 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,387,015 | 6,840 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,448,609 | 6,857 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,375,485 | 6,885 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $898,032 | 6,773 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,005,297 | 6,989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,083,652 | 6,566 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,230,394 | 5,795 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,371,539 | 5,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,521,001 | 5,608 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,318,080 | 5,396 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,095,367 | 5,170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $351,597 | 1,580 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,863 | 1,412 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $209,247 | 1,117 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $57,016 | 396 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||