Robertson Stephens Wealth Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1767307
San Francisco, CA
Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,321,231
+$864,645 QoQ
Shares Held
14,817
+89.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#890
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. CRM ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNG |
RingCentral, Inc.
|
63,981 | $2,493,979 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,732 | $2,434,101 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
14,817 | $2,321,231 | |
| 4 | ADBE |
Adobe Inc.
|
2,433 | $498,813 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,127 | $476,341 | |
| 6 | DDOG |
Datadog, Inc.
|
1,634 | $425,428 | |
| 7 | MSTR |
Strategy Inc
|
4,876 | $423,870 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,595 | $356,911 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,321,231 | 14,817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,456,586 | 7,803 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,857,548 | 7,012 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,730,811 | 7,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,954,914 | 7,169 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,930,313 | 7,193 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,473,373 | 7,398 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,967,153 | 7,187 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,804,070 | 7,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,063,986 | 6,853 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,819,086 | 6,913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,410,740 | 6,957 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,455,792 | 6,891 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,687,941 | 8,449 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $859,448 | 6,482 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,136,048 | 7,898 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,312,728 | 7,954 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,560,552 | 7,350 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,217,282 | 4,790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $907,230 | 3,345 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $869,112 | 3,558 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $703,196 | 3,319 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $330,457 | 1,485 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $766,023 | 3,048 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $243,529 | 1,300 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $250,669 | 1,741 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||