Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,956
-$110,878 QoQ
Shares Held
1,953
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,831
of 2,457 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. CRM ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,956 | 1,953 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $416,834 | 2,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $667,043 | 2,518 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $581,124 | 2,452 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $687,451 | 2,521 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $664,191 | 2,475 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $847,192 | 2,534 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $159,846 | 584 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $144,747 | 563 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,587,053 | 11,910 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,134,523 | 11,912 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,014,822 | 9,936 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,862,045 | 8,814 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,900,706 | 9,514 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $157,782 | 1,190 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $115,215 | 801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $132,197 | 801 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $189,601 | 893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,565 | 258 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $69,974 | 258 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $62,533 | 256 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $56,967 | 256 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,975 | 171 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $32,033 | 171 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $19,581 | 136 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||