Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,864,840
+$1,704,384 QoQ
Shares Held
69,353
+41.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#455
of 2,451 holders
Holding Since
Jun 2020
25 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, 2026Apollon Wealth Management, LLC holds $95,508,577 across 36 Software - Application names. CRM ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
153,586 | $17,536,449 | |
| 2 | DDOG |
Datadog, Inc.
|
51,622 | $13,440,303 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
69,353 | $10,864,840 | |
| 4 | NOW |
ServiceNow, Inc.
|
96,210 | $9,551,728 | |
| 5 | INTU |
Intuit Inc.
|
22,447 | $5,858,667 | |
| 6 | ADSK |
Autodesk, Inc.
|
21,432 | $4,166,809 | |
| 7 | ADP |
Automatic Data Processing Inc
|
15,871 | $3,554,310 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,154 | $3,435,679 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,864,840 | 69,353 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,160,456 | 49,073 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,615,897 | 28,749 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,658,752 | 28,096 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,875,559 | 28,881 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,276,400 | 34,567 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,151,930 | 30,365 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,061,991 | 25,801 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,264,755 | 24,367 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,322,972 | 20,994 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,881,510 | 18,551 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,770,380 | 13,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,848,841 | 13,485 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,308,258 | 11,554 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,640,403 | 12,372 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,967,587 | 13,679 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,304,288 | 13,962 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,108,789 | 14,642 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,199,245 | 20,459 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,884,424 | 10,635 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,736,271 | 7,108 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,555,125 | 7,340 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $927,282 | 4,167 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $308,872 | 1,229 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $162,415 | 867 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||