Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,901,460
-$5,297,637 QoQ
Shares Held
24,904
-49.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#722
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. CRM ranks #1 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,901,460 | 24,904 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,199,097 | 49,280 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,027,478 | 49,177 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,835,360 | 37,280 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,477,022 | 38,421 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,196,337 | 37,995 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,771,405 | 38,200 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $10,428,350 | 38,100 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $9,323,216 | 36,263 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $10,690,383 | 35,495 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $9,267,790 | 35,220 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $7,089,797 | 34,963 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,469,731 | 35,358 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,114,964 | 35,614 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,653,915 | 27,558 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,811,760 | 26,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,264,798 | 25,841 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,094,830 | 23,996 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,381,965 | 21,178 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $5,650,326 | 20,833 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,019,992 | 20,551 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,248,417 | 20,052 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,194,245 | 18,848 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,540,849 | 18,068 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,257,481 | 17,389 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,345,205 | 9,343 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||