Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,968,197
-$997,411 QoQ
Shares Held
25,330
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#714
of 2,451 holders
Holding Since
Sep 2020
14 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, 2026RBA Wealth Management, LLC holds $7,025,045 across 2 Software - Application names. CRM ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
25,330 | $3,968,197 | |
| 2 | ADBE |
Adobe Inc.
|
14,910 | $3,056,848 |
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,968,197 | 25,330 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,965,608 | 26,601 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,681,754 | 17,673 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,137,783 | 17,459 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,605,734 | 16,890 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,489,662 | 16,730 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,502,068 | 16,457 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,426,438 | 16,172 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,010,245 | 15,598 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $206,609 | 686 | Shares | Sole | 2024-04-19 | |
| 2022-03-31 | $206,162 | 971 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $246,760 | 971 | Shares | Sole | 2022-02-02 | |
| 2020-12-31 | $216,521 | 973 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $244,031 | 971 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||