Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,702,110
-$1,527,432 QoQ
Shares Held
36,398
-6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#604
of 2,461 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, 2026Integrated Wealth Concepts LLC holds $102,661,288 across 139 Software - Application names. CRM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
238,407 | $23,669,046 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,316 | $7,816,082 | |
| 3 | ZM |
Zoom Communications, Inc.
|
86,742 | $7,486,702 | |
| 4 | KVYO |
Klaviyo, Inc.
|
435,581 | $6,577,273 | |
| 5 | SHOP |
Shopify Inc.
|
57,168 | $6,527,442 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
36,398 | $5,702,110 | |
| 7 | SNOW |
Snowflake Inc.
|
19,550 | $4,975,475 | |
| 8 | ADBE |
Adobe Inc.
|
20,172 | $4,135,663 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,702,110 | 36,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,229,542 | 38,729 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,630,361 | 17,479 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,536,083 | 23,359 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,056,126 | 25,876 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,154,836 | 22,935 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,074,088 | 21,159 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,140,273 | 18,780 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,338,938 | 20,766 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $6,954,547 | 23,091 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,392,001 | 20,491 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,216,201 | 20,792 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,380,264 | 20,734 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,109,575 | 15,565 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,425,342 | 10,750 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,586,962 | 17,985 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,336,448 | 20,216 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,408,372 | 16,053 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,407,884 | 17,345 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $4,630,810 | 17,074 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,233,157 | 13,236 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,672,951 | 12,616 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,410,395 | 6,338 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,366,678 | 5,438 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $933,465 | 4,983 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $577,791 | 4,013 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||