Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,079,544
-$548,778 QoQ
Shares Held
6,891
-21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,188
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $8,945,507 across 7 Software - Application names. CRM ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
36,403 | $2,626,840 | |
| 2 | SNOW |
Snowflake Inc.
|
8,652 | $2,201,934 | |
| 3 | NOW |
ServiceNow, Inc.
|
12,058 | $1,197,118 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,891 | $1,079,544 | |
| 5 | DUOL |
Duolingo, Inc.
|
8,026 | $923,150 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,484 | $556,291 | |
| 7 | ADBE |
Adobe Inc.
|
1,759 | $360,630 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,544 | 6,891 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,628,322 | 8,723 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,462,073 | 9,294 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,263,824 | 9,552 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,842,247 | 10,423 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,951,960 | 11,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,984,544 | 11,918 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,185,436 | 11,638 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,089,570 | 12,017 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,658,734 | 12,148 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,271,882 | 12,434 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,547,727 | 12,564 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,687,227 | 12,720 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,028,765 | 10,155 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,381,720 | 10,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,737,299 | 12,078 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,050,291 | 12,423 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,287,987 | 15,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,849,561 | 15,148 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,056,908 | 14,958 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,504,541 | 14,347 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,046,054 | 14,377 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,167,046 | 14,232 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,037,202 | 12,085 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,300,974 | 12,283 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,695,940 | 11,779 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||