Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,197,312
-$7,016,613 QoQ
Shares Held
90,625
-20.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#391
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $154,720,040 across 29 Software - Application names. CRM ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
270,951 | $19,551,824 | |
| 2 | ADP |
Automatic Data Processing Inc
|
74,503 | $16,684,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
160,440 | $15,928,483 | |
| 4 | ADBE |
Adobe Inc.
|
77,353 | $15,858,912 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
90,625 | $14,197,312 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
34,030 | $12,772,139 | |
| 7 | DDOG |
Datadog, Inc.
|
46,715 | $12,162,717 | |
| 8 | PAYX |
Paychex Inc
|
117,236 | $11,527,815 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,197,312 | 90,625 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,213,925 | 113,644 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,570,013 | 107,848 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,931,312 | 100,976 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,282,361 | 100,049 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $28,505,467 | 106,221 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,608,188 | 100,524 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $25,433,680 | 92,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,057,242 | 89,682 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,612,619 | 98,322 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $25,112,502 | 95,434 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,843,939 | 92,928 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $19,443,525 | 92,036 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,846,147 | 89,329 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,189,831 | 46,684 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,819,910 | 40,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,252,712 | 80,300 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $11,291,389 | 53,181 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,170,795 | 51,827 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,087,154 | 55,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,572,494 | 43,282 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,444,449 | 30,417 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,039,736 | 31,635 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,278,227 | 28,960 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,457,330 | 23,794 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,145,589 | 14,902 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||