Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,897,152
-$1,351,279 QoQ
Shares Held
12,110
-30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#960
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $18,827,462 across 29 Software - Application names. CRM ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,669 | $3,628,969 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
12,110 | $1,897,152 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,665 | $1,779,826 | |
| 4 | INTU |
Intuit Inc.
|
6,696 | $1,747,656 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,202 | $1,164,987 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,157 | $1,008,386 | |
| 7 | DDOG |
Datadog, Inc.
|
3,594 | $935,733 | |
| 8 | SNOW |
Snowflake Inc.
|
3,175 | $808,037 |
All Filings in CRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,152 | 12,110 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,248,431 | 17,402 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,023,223 | 18,962 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,649,089 | 15,397 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,538,652 | 16,644 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,511,399 | 16,811 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,568,600 | 16,656 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,645,406 | 16,972 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,081,205 | 15,874 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,789,966 | 15,904 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,492,130 | 13,271 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,589,703 | 12,771 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,394,209 | 11,333 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,388,769 | 11,957 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,410,094 | 10,635 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,472,921 | 10,240 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $2,209,060 | 13,385 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,473,952 | 11,652 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $2,453,879 | 9,656 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||