Position in CRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$107,521
+$10,035 QoQ
Shares Held
576
+56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $3,431,035 across 60 Software - Application names. CRM ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
9,954 | $2,022,453 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,469 | $249,525 | |
| 3 | SHOP |
Shopify Inc.
|
1,919 | $227,631 | |
| 4 | MSTR |
Strategy Inc
|
1,417 | $176,841 | |
| 5 | INTU |
Intuit Inc.
|
277 | $119,769 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,048 | $109,568 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
576 | $107,521 | |
| 8 | SRAD |
Sportradar Group AG
|
3,453 | $57,803 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,521 | 576 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $97,486 | 368 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||