Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$353,111
+$58,546 QoQ
Shares Held
2,254
+42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,737
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026Revolve Wealth Partners, LLC holds $2,455,535 across 9 Software - Application names. CRM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
4,971 | $493,520 | |
| 2 | ADBE |
Adobe Inc.
|
1,740 | $356,734 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,254 | $353,111 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
779 | $292,374 | |
| 5 | INTU |
Intuit Inc.
|
1,038 | $270,918 | |
| 6 | SHOP |
Shopify Inc.
|
1,908 | $217,855 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,923 | $210,923 | |
| 8 | PLUS |
Eplus Inc
|
2,477 | $206,160 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,111 | 2,254 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $294,565 | 1,578 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $510,481 | 1,927 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $454,566 | 1,918 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $574,285 | 2,106 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $522,228 | 1,946 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $610,820 | 1,827 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $443,957 | 1,622 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $465,351 | 1,810 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $571,639 | 1,898 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $475,230 | 1,806 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $368,248 | 1,816 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $377,732 | 1,788 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $341,823 | 1,711 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $245,026 | 1,848 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $308,680 | 2,146 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $402,862 | 2,441 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $488,123 | 2,299 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $596,697 | 2,348 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||