Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,332
-$29,522 QoQ
Shares Held
200
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,249
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $106,246 across 9 Software - Application names. CRM ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
340 | $33,755 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
200 | $31,332 | |
| 3 | INTU |
Intuit Inc.
|
49 | $12,789 | |
| 4 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 5 | PAYX |
Paychex Inc
|
91 | $8,948 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 | |
| 7 | MSTR |
Strategy Inc
|
14 | $1,217 | |
| 8 | GTM |
ZoomInfo Technologies Inc.
|
11 | $32 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,332 | 200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $60,854 | 326 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $52,982 | 200 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $47,400 | 200 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $54,538 | 200 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||