Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,066,536
-$1,033,305 QoQ
Shares Held
6,808
-39.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,196
of 2,457 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. CRM ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,536 | 6,808 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,099,841 | 11,249 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,435,310 | 9,193 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,224,719 | 9,387 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,393,670 | 8,778 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,283,740 | 8,510 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,483,398 | 7,428 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,739,696 | 6,356 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,623,583 | 6,315 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,778,161 | 5,904 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,603,571 | 6,094 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,151,787 | 5,680 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,270,304 | 6,013 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,134,148 | 5,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $572,521 | 4,318 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $886,628 | 6,164 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $396,258 | 2,401 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $484,936 | 2,284 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $433,291 | 1,705 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||