Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$875,259
-$422,657 QoQ
Shares Held
5,587
-19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,288
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $14,116,610 across 19 Software - Application names. CRM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
69,172 | $4,292,122 | |
| 2 | ROP |
Roper Technologies Inc
|
8,876 | $3,003,549 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,587 | $875,259 | |
| 4 | SNOW |
Snowflake Inc.
|
3,342 | $850,539 | |
| 5 | ALIT |
Alight, Inc. / Delaware
|
2,617 | $586,118 | |
| 6 | DDOG |
Datadog, Inc.
|
2,236 | $582,164 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5,722 | $493,865 | |
| 8 | PAYX |
Paychex Inc
|
4,743 | $466,379 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,259 | 5,587 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,297,916 | 6,953 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,519,523 | 5,736 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,323,408 | 5,584 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,436,803 | 5,269 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,430,358 | 5,330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,851,185 | 5,537 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,514,711 | 5,534 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,511,490 | 5,879 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,601,976 | 5,319 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,405,957 | 5,343 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $993,824 | 4,901 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,039,821 | 4,922 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $964,937 | 4,830 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $635,636 | 4,794 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $789,537 | 5,489 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $905,904 | 5,489 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,320,294 | 6,284 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $1,613,979 | 6,351 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,982,346 | 7,309 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,780,484 | 7,289 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,470,165 | 6,939 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,463,134 | 6,575 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,555,922 | 6,191 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $720,471 | 3,846 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $684,768 | 4,756 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||