Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,698,115
+$159,226 QoQ
Shares Held
23,606
+24.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#741
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. CRM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,540 | $7,110,646 | |
| 2 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
23,606 | $3,698,115 | |
| 4 | ADBE |
Adobe Inc.
|
16,922 | $3,469,348 | |
| 5 | DDOG |
Datadog, Inc.
|
10,042 | $2,614,535 | |
| 6 | DT |
Dynatrace, Inc.
|
35,338 | $1,551,691 | |
| 7 | MSTR |
Strategy Inc
|
10,278 | $893,466 | |
| 8 | INTU |
Intuit Inc.
|
2,467 | $643,887 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,698,115 | 23,606 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,538,889 | 18,958 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,839,110 | 18,267 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,111,476 | 17,348 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,586,327 | 20,486 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,910,629 | 22,025 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,728,763 | 14,144 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,895,988 | 14,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,041,493 | 11,830 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,427,428 | 11,380 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,256,094 | 12,374 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,840,542 | 14,008 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,740,253 | 12,971 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,929,475 | 9,658 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,650,347 | 12,447 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,194,566 | 15,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,395 | 1,396 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $354,149 | 1,668 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $469,886 | 1,849 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $528,336 | 1,948 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $403,045 | 1,650 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $868,243 | 4,098 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $917,268 | 4,122 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $285,499 | 1,136 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $196,883 | 1,051 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $171,768 | 1,193 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||