Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$610,347
+$275,275 QoQ
Shares Held
3,896
+117.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,468
of 2,451 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KINTRA WEALTH, LLC holds $2,958,376 across 7 Software - Application names. CRM ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,896 | $610,347 | |
| 2 | MSTR |
Strategy Inc
|
5,846 | $508,192 | |
| 3 | WDAY |
Workday, Inc.
|
4,073 | $498,616 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,214 | $495,825 | |
| 5 | SHOP |
Shopify Inc.
|
3,903 | $445,644 | |
| 6 | ROP |
Roper Technologies Inc
|
692 | $234,165 | |
| 7 | PAYX |
Paychex Inc
|
1,684 | $165,587 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,347 | 3,896 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $335,072 | 1,795 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||