Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$623,036
-$609,172 QoQ
Shares Held
3,977
-39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,457
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, 2026EARNED WEALTH ADVISORS, LLC holds $5,805,025 across 9 Software - Application names. CRM ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
5,585 | $1,454,110 | |
| 2 | SHOP |
Shopify Inc.
|
11,241 | $1,283,497 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,717 | $722,659 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,977 | $623,036 | |
| 5 | SNOW |
Snowflake Inc.
|
2,023 | $514,853 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,937 | $490,145 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,331 | $384,684 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,036 | 3,977 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,232,208 | 6,601 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,491,708 | 5,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,225,053 | 5,169 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,231,468 | 4,516 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,281,150 | 4,774 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $664,648 | 1,988 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $537,292 | 1,963 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $437,841 | 1,703 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $507,187 | 1,684 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $434,707 | 1,652 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $321,811 | 1,587 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $335,269 | 1,587 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $324,242 | 1,623 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $212,144 | 1,600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $233,740 | 1,625 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $280,898 | 1,702 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $345,020 | 1,625 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $412,961 | 1,625 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||