Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,993,576
-$790,962 QoQ
Shares Held
25,492
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#710
of 2,443 holders
Holding Since
Mar 2024
8 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, 2026Revisor Wealth Management LLC holds $5,880,637 across 7 Software - Application names. CRM ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
25,492 | $3,993,576 | |
| 2 | PAYC |
Paycom Software, Inc.
|
3,245 | $407,831 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,821 | $407,812 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,349 | $385,983 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,735 | $370,810 | |
| 6 | ROP |
Roper Technologies Inc
|
867 | $293,384 | |
| 7 | BLND |
Blend Labs, Inc.
|
12,422 | $21,241 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,993,576 | 25,492 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,784,538 | 25,631 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,784,080 | 25,609 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,958,891 | 25,143 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,879,968 | 25,230 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,681,627 | 24,898 | Shares | Sole | 2025-04-28 | |
| 2024-06-30 | $201,309 | 783 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $253,593 | 842 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||