Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$278,854
-$318,259 QoQ
Shares Held
1,780
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,889
of 2,457 holders
Holding Since
Mar 2024
5 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, 2026One Wealth Advisors, LLC holds $2,300,113 across 7 Software - Application names. CRM ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NICE |
NICE Ltd.
|
5,023 | $456,339 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,421 | $391,179 | |
| 3 | SHOP |
Shopify Inc.
|
3,365 | $384,215 | |
| 4 | IDCC |
InterDigital, Inc.
|
1,133 | $320,786 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,780 | $278,854 | |
| 6 | TEAM |
Atlassian Corp
|
3,236 | $251,728 | |
| 7 | YOU |
Clear Secure, Inc.
|
3,894 | $217,012 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,854 | 1,780 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $597,113 | 1,786 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $473,518 | 1,730 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $443,240 | 1,724 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $531,582 | 1,765 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||