Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$985,391
+$100,016 QoQ
Shares Held
6,290
+32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,237
of 2,451 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. CRM ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,391 | 6,290 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $885,375 | 4,743 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,490,913 | 5,628 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,050,147 | 4,431 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,217,833 | 4,466 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,226,673 | 4,571 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,404,520 | 4,201 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,092,924 | 3,993 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,615,359 | 6,283 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,368,232 | 17,824 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,044,656 | 19,171 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,338,072 | 21,393 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,137,946 | 38,521 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,593,336 | 43,014 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,559,896 | 41,933 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,705,701 | 39,667 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,931,184 | 41,997 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,259,035 | 38,899 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,086,670 | 31,821 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,894,129 | 29,106 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,702,238 | 23,344 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,498,423 | 21,232 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,090,001 | 9,392 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||