Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$323,502
New position
Shares Held
2,065
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,798
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Lauer Wealth, LLC holds $3,704,731 across 2 Software - Application names. CRM ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
38,896 | $3,381,229 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,065 | $323,502 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,502 | 2,065 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||