Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$381,467
-$154,462 QoQ
Shares Held
2,435
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,704
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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. CRM ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
2,435 | $381,467 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,467 | 2,435 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $535,929 | 2,871 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,467,601 | 5,540 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,490,493 | 6,289 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,360,404 | 8,656 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,374,717 | 8,849 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,612,454 | 7,814 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,084,575 | 7,616 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,322,127 | 9,032 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,420,501 | 11,357 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,042,687 | 11,563 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,504,535 | 12,351 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,621,314 | 12,408 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,498,448 | 12,506 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,074,774 | 8,106 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,772,971 | 12,326 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,079,668 | 12,601 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,452,905 | 6,843 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,532,403 | 6,030 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,568,736 | 5,784 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,332,737 | 5,456 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,197,489 | 5,652 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,045,445 | 4,698 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,217,394 | 4,844 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $1,011,956 | 5,402 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $570,160 | 3,960 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||