Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,437,042
-$1,284,793 QoQ
Shares Held
9,173
-37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,083
of 2,451 holders
Holding Since
Jun 2020
24 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, 2026RMR Wealth Builders holds $10,479,083 across 11 Software - Application names. CRM ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
52,150 | $3,763,144 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,519 | $2,446,711 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
9,173 | $1,437,042 | |
| 4 | SHOP |
Shopify Inc.
|
7,543 | $861,259 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
3,559 | $437,934 | |
| 6 | DOCU |
Docusign, Inc.
|
9,108 | $404,577 | |
| 7 | TYL |
Tyler Technologies Inc
|
1,020 | $298,309 | |
| 8 | INTU |
Intuit Inc.
|
1,033 | $269,613 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,042 | 9,173 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,721,835 | 14,581 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,786,853 | 10,520 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,917,093 | 8,089 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,593,281 | 9,510 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,370,423 | 8,833 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,744,849 | 8,210 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,126,726 | 7,770 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,165,810 | 8,424 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,602,195 | 8,640 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,642,783 | 6,243 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,121,170 | 5,529 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $758,000 | 3,588 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $951,751 | 4,764 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $645,315 | 4,867 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $666,842 | 4,636 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $760,834 | 4,610 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $873,272 | 4,113 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,348,777 | 4,973 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,181,778 | 4,838 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,144,733 | 5,403 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $937,741 | 4,214 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $1,405,632 | 5,593 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $758,499 | 4,049 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||