Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$79,113
-$1,155 QoQ
Shares Held
505
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,177
of 2,465 holders
Holding Since
Sep 2021
8 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, 2026Physician Wealth Advisors, Inc. holds $1,536,229 across 74 Software - Application names. CRM ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,634 | $559,343 | |
| 2 | SHOP |
Shopify Inc.
|
1,015 | $115,892 | |
| 3 | ADSK |
Autodesk, Inc.
|
512 | $99,543 | |
| 4 | INTU |
Intuit Inc.
|
344 | $89,784 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
505 | $79,113 | |
| 6 | DDOG |
Datadog, Inc.
|
290 | $75,504 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
194 | $72,812 | |
| 8 | UBER |
Uber Technologies, Inc
|
626 | $45,172 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,113 | 505 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $80,268 | 430 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $76,029 | 287 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $75,366 | 318 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $97,623 | 358 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $71,920 | 268 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $141,421 | 423 | Shares | Sole | 2025-02-12 | |
| 2021-09-30 | $235,418 | 868 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||