Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,159
+$93 QoQ
Shares Held
84
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,330
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 17%
None 83%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $356,017 across 10 Software - Application names. CRM ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,241 | $254,429 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
541 | $33,569 | |
| 3 | ZM |
Zoom Communications, Inc.
|
260 | $22,440 | |
| 4 | FIG |
Figma, Inc.
|
851 | $15,394 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
84 | $13,159 | |
| 6 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 7 | PAYC |
Paycom Software, Inc.
|
33 | $4,147 | |
| 8 | NOW |
ServiceNow, Inc.
|
35 | $3,474 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,159 | 84 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $13,066 | 70 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,543 | 70 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,590 | 70 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,088 | 70 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,785 | 70 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $23,403 | 70 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,159 | 70 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $17,997 | 70 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,082 | 70 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $18,419 | 70 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,194 | 70 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,788 | 70 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,980 | 90 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,225 | 145 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $22,295 | 155 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,280 | 135 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,663 | 135 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $27,954 | 110 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $29,834 | 110 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $32,243 | 132 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $28,390 | 134 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $29,373 | 132 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,174 | 132 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,727 | 132 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $19,005 | 132 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||