Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,435
-$3,311 QoQ
Shares Held
73
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,310
of 2,414 holders
Holding Since
Dec 2024
7 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, 2026Vermillion Wealth Management, Inc. holds $80,035 across 11 Software - Application names. CRM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOUN |
Soundhound Ai, Inc.
|
3,000 | $19,410 | |
| 2 | SNOW |
Snowflake Inc.
|
57 | $14,506 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
73 | $11,435 | |
| 4 | NICE |
NICE Ltd.
|
80 | $7,268 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
17 | $6,380 | |
| 6 | SAP |
Sap SE
|
41 | $6,318 | |
| 7 | NOW |
ServiceNow, Inc.
|
45 | $4,467 | |
| 8 | MSTR |
Strategy Inc
|
50 | $4,346 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,435 | 73 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,746 | 79 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $19,338 | 73 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,486 | 78 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $46,902 | 172 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $46,157 | 172 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $24,071 | 72 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||