Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$60,157
+$17,223 QoQ
Shares Held
384
+67.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,192
of 2,457 holders
Holding Since
Dec 2020
18 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, 2026Avion Wealth holds $894,697 across 68 Software - Application names. CRM ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
743 | $166,394 | |
| 2 | SHOP |
Shopify Inc.
|
1,050 | $119,889 | |
| 3 | ADBE |
Adobe Inc.
|
348 | $71,346 | |
| 4 | DUOL |
Duolingo, Inc.
|
614 | $70,622 | |
| 5 | UBER |
Uber Technologies, Inc
|
968 | $69,850 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
384 | $60,157 | |
| 7 | DDOG |
Datadog, Inc.
|
160 | $41,657 | |
| 8 | INTU |
Intuit Inc.
|
151 | $39,411 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,157 | 384 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $42,934 | 230 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,173 | 129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,723 | 79 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $28,632 | 105 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $65 | 196 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $65,528 | 196 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $26,002 | 95 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $24,681 | 96 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,974 | 63 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,683 | 52 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,963 | 59 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $9,717 | 46 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,398 | 7 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $928 | 7 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,006 | 7 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,407 | 57 | Shares | Sole | 2022-08-11 | |
| 2020-12-31 | $87,009 | 391 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||