Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$576,978
-$251,836 QoQ
Shares Held
3,683
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,500
of 2,451 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. CRM ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,978 | 3,683 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $828,814 | 4,440 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,286,932 | 4,858 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $954,162 | 4,026 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,312,092 | 12,146 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,662,308 | 13,647 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,791,951 | 14,333 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,094,564 | 18,613 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,246,601 | 35,965 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,172,188 | 40,415 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,704,534 | 40,680 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,518,676 | 37,078 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,539,127 | 49,887 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,098,183 | 35,530 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,250,721 | 9,433 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,755,135 | 12,202 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,735,845 | 22,636 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,970,890 | 32,832 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,128,098 | 43,789 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $10,658,674 | 39,299 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,125,438 | 37,358 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,823,511 | 36,926 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||