Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$260,217
New position
Shares Held
1,394
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026MONOGRAPH WEALTH ADVISORS, LLC holds $7,898,550 across 7 Software - Application names. CRM ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIF |
Life360, Inc.
|
95,925 | $3,915,658 | |
| 2 | INTU |
Intuit Inc.
|
5,414 | $2,340,905 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,250 | $444,337 | |
| 4 | MSTR |
Strategy Inc
|
2,936 | $366,412 | |
| 5 | ADBE |
Adobe Inc.
|
1,325 | $322,081 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,394 | $260,217 | |
| 7 | VIA |
Via Transportation, Inc.
|
16,596 | $248,940 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,217 | 1,394 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||