Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$746,954
-$254,903 QoQ
Shares Held
4,768
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,354
of 2,451 holders
Holding Since
Sep 2023
12 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, 2026Aprio Wealth Management, LLC holds $6,519,902 across 12 Software - Application names. CRM ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,689 | $987,798 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,189 | $938,126 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,768 | $746,954 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,938 | $727,370 | |
| 5 | SHOP |
Shopify Inc.
|
5,236 | $597,846 | |
| 6 | NOW |
ServiceNow, Inc.
|
5,955 | $591,212 | |
| 7 | ADBE |
Adobe Inc.
|
2,010 | $412,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
4,180 | $360,775 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,954 | 4,768 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,001,857 | 5,367 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,049,043 | 3,960 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $841,587 | 3,551 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $889,787 | 3,263 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,134,357 | 4,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,318,931 | 3,945 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $795,674 | 2,907 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $591,587 | 2,301 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $681,570 | 2,263 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $438,128 | 1,665 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $236,644 | 1,167 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||