Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,365
-$14,728 QoQ
Shares Held
130
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,297
of 2,457 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, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names. CRM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,365 | 130 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $35,093 | 188 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $46,094 | 174 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $64,701 | 273 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $79,624 | 292 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $78,360 | 292 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $97,624 | 292 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $79,922 | 292 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $76,872 | 299 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $93,666 | 311 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $83,152 | 316 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $84,355 | 416 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $109,009 | 516 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $105,283 | 527 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $265,974 | 2,006 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $60,843 | 423 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $100,673 | 610 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $425,063 | 2,002 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $236,340 | 930 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $263,625 | 972 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $182,224 | 746 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $363,356 | 1,715 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $230,763 | 1,037 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $239,005 | 951 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $178,900 | 955 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $217,409 | 1,510 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||