Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,969,333
-$416,114 QoQ
Shares Held
18,954
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#807
of 2,451 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $16,563,131 across 7 Software - Application names. CRM ranks #4 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
285,500 | $4,171,155 | |
| 2 | UBER |
Uber Technologies, Inc
|
47,373 | $3,418,435 | |
| 3 | ADP |
Automatic Data Processing Inc
|
14,189 | $3,177,626 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
18,954 | $2,969,333 | |
| 5 | INTU |
Intuit Inc.
|
7,060 | $1,842,660 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,711 | $765,548 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
4,540 | $218,374 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,969,333 | 18,954 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,385,447 | 18,136 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,613,566 | 6,091 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,165,135 | 13,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,318 | 1,204 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $306,198 | 1,141 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,660,282 | 4,966 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,242,917 | 4,541 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,127,897 | 4,387 | Shares | Sole | 2024-08-02 | |
| 2022-09-30 | $2,464,123 | 17,131 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,790,496 | 16,908 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,960,404 | 18,653 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,550,451 | 17,906 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,145,043 | 18,970 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,226,848 | 17,304 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,498,821 | 16,514 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,357,755 | 15,089 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,765,024 | 14,981 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,762,930 | 14,749 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,689,893 | 11,737 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||