Position in CRM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,099,841
-$335,469 QoQ
Shares Held
11,249
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,401,758 across 139 Software - Application names. CRM ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
|
2,050 | $886,373 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||