Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$475,933
-$51,596 QoQ
Shares Held
3,038
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,596
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026Crown Wealth Group, LLC holds $702,948 across 2 Software - Application names. CRM ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,038 | $475,933 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,146 | $227,015 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,933 | 3,038 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $527,529 | 2,826 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $711,548 | 2,686 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $627,813 | 2,649 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $733,536 | 2,690 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $723,766 | 2,697 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $876,278 | 2,621 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,525,659 | 5,574 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,476,525 | 5,743 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $381,595 | 1,267 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $223,405 | 849 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||