Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,084,557
-$1,446,501 QoQ
Shares Held
6,923
-48.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,184
of 2,457 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. CRM ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,557 | 6,923 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,531,058 | 13,559 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,905,532 | 10,968 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,538,033 | 10,709 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,584,828 | 9,479 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,997,403 | 7,443 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,516,836 | 7,528 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,944,709 | 7,105 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,581,679 | 6,152 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,033,567 | 6,752 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,529,106 | 5,811 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $620,506 | 3,060 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $263,441 | 1,247 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,950 | 1,136 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $221,823 | 1,673 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $358,880 | 2,495 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $390,814 | 2,368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $400,010 | 1,884 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $351,207 | 1,382 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $128,287 | 473 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $253,796 | 1,039 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $223,946 | 1,057 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $149,762 | 673 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||