Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,756,746
-$766,836 QoQ
Shares Held
17,597
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#835
of 2,451 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $26,795,322 across 25 Software - Application names. CRM ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,596 | $5,238,527 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
11,033 | $4,140,905 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
17,597 | $2,756,746 | |
| 4 | INTU |
Intuit Inc.
|
10,329 | $2,695,869 | |
| 5 | NOW |
ServiceNow, Inc.
|
22,844 | $2,267,952 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,105 | $1,367,214 | |
| 7 | ADBE |
Adobe Inc.
|
6,115 | $1,253,697 | |
| 8 | ADSK |
Autodesk, Inc.
|
6,175 | $1,200,543 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756,746 | 17,597 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,523,582 | 18,876 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,580,028 | 17,289 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,209,120 | 17,760 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,902,966 | 17,980 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,462,021 | 16,627 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,921,671 | 14,721 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,829,202 | 13,990 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,470,335 | 13,498 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,507,405 | 5,005 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,243,599 | 4,726 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $895,882 | 4,418 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||