Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$199,584
-$35,433 QoQ
Shares Held
1,274
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#781
of 968 holders
Holding Since
Mar 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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. CRM ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
102,108 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,584 | 1,274 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $235,017 | 1,259 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $323,455 | 1,221 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $282,741 | 1,193 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $277,598 | 1,018 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $297,879 | 1,110 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $401,864 | 1,202 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $450,800 | 1,647 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $519,342 | 2,020 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $599,649 | 1,991 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $335,692 | 1,589 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $386,574 | 1,935 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $275,389 | 2,077 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,722,723 | 25,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,069 | 2,109 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $339,924 | 1,601 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $368,742 | 1,451 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $135,067 | 498 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $117,982 | 483 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $102,333 | 483 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $107,481 | 483 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $120,382 | 479 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $33,719 | 180 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $25,916 | 180 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||