Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$482,826
-$6,568,819 QoQ
Shares Held
3,082
-91.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,596
of 2,457 holders
Holding Since
Jun 2020
24 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, 2026Strategic Wealth Partners, Ltd. holds $9,391,541 across 35 Software - Application names. CRM ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
56,683 | $4,090,245 | |
| 2 | DDOG |
Datadog, Inc.
|
7,694 | $2,003,209 | |
| 3 | SNOW |
Snowflake Inc.
|
7,806 | $1,986,627 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,082 | $482,826 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,275 | $325,142 | |
| 6 | INTU |
Intuit Inc.
|
375 | $97,875 | |
| 7 | ROP |
Roper Technologies Inc
|
277 | $93,734 | |
| 8 | HUBS |
Hubspot Inc
|
290 | $52,927 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,826 | 3,082 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,051,645 | 37,776 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,618,405 | 13,659 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $9,985,758 | 42,134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,726,350 | 54,004 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $14,776,717 | 44,198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,819,346 | 35,875 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,671,211 | 33,727 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,279,904 | 20,851 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,466,479 | 5,573 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $416,104 | 2,052 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $421,886 | 1,997 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $451,902 | 2,262 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $396,444 | 2,990 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $395,847 | 2,752 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $411,939 | 2,496 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $587,701 | 2,768 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $671,157 | 2,641 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $799,827 | 2,949 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $389,610 | 1,595 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $349,585 | 1,650 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $763,055 | 3,429 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $569,491 | 2,266 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $440,225 | 2,350 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||