Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$233,110
-$65,375 QoQ
Shares Held
1,488
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,978
of 2,451 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026High Note Wealth, LLC holds $4,042,048 across 30 Software - Application names. CRM ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,793 | $3,304,422 | |
| 2 | SAP |
Sap SE
|
1,687 | $259,983 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,488 | $233,110 | |
| 4 | ADP |
Automatic Data Processing Inc
|
163 | $36,503 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
75 | $28,149 | |
| 6 | NOW |
ServiceNow, Inc.
|
275 | $27,302 | |
| 7 | ADBE |
Adobe Inc.
|
109 | $22,347 | |
| 8 | DDOG |
Datadog, Inc.
|
68 | $17,704 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,110 | 1,488 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $298,485 | 1,599 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $406,636 | 1,535 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $348,390 | 1,470 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $415,852 | 1,525 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $737,184 | 2,747 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $920,744 | 2,754 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $739,838 | 2,703 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $697,255 | 2,712 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $802,343 | 2,664 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $473,652 | 1,800 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $301,939 | 1,489 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $304,214 | 1,440 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $287,882 | 1,441 | Shares | Sole | 2023-04-21 | |
| 2022-09-30 | $2,183,491 | 15,180 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,584,526 | 15,660 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,269,091 | 15,397 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,982,979 | 15,673 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,804,674 | 14,028 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,378,498 | 13,831 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,988,850 | 14,107 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,937,396 | 13,200 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||