Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,349,782
-$202,752 QoQ
Shares Held
8,616
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,099
of 2,451 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $23,255,635 across 24 Software - Application names. CRM ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
55,081 | $3,974,644 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,057 | $2,700,165 | |
| 3 | SAP |
Sap SE
|
15,623 | $2,407,660 | |
| 4 | DDOG |
Datadog, Inc.
|
6,709 | $1,746,755 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
8,616 | $1,349,782 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,546 | $1,330,884 | |
| 7 | INTU |
Intuit Inc.
|
4,900 | $1,278,900 | |
| 8 | NOW |
ServiceNow, Inc.
|
11,311 | $1,122,956 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,782 | 8,616 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,552,534 | 8,317 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,172,827 | 11,977 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,907,139 | 8,047 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,819,660 | 6,673 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,827,531 | 6,810 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,129,013 | 6,368 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,630,764 | 5,958 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,404,280 | 5,462 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,897,132 | 6,299 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,339,119 | 5,089 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $993,419 | 4,899 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,150,310 | 5,445 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,051,841 | 5,265 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $602,886 | 4,547 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $603,121 | 4,193 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,304,783 | 13,965 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,845,000 | 2,727,250 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $900,128 | 3,542 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $826,949 | 3,049 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $915,279 | 3,747 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $803,199 | 3,791 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $856,740 | 3,850 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||