Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$234,206
-$39,265 QoQ
Shares Held
1,495
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,976
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, 2026Peterson Wealth Services holds $5,669,064 across 7 Software - Application names. CRM ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
12,207 | $4,581,531 | |
| 2 | IDCC |
InterDigital, Inc.
|
2,375 | $672,433 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,495 | $234,206 | |
| 4 | ADP |
Automatic Data Processing Inc
|
788 | $176,472 | |
| 5 | PCTY |
Paylocity Holding Corp
|
21 | $2,195 | |
| 6 | CRNC |
Cerence Inc.
|
100 | $1,132 | |
| 7 | HUBS |
Hubspot Inc
|
6 | $1,095 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,206 | 1,495 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $273,471 | 1,465 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $577,768 | 2,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $819,072 | 3,456 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $582,193 | 2,135 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $571,875 | 2,131 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $737,197 | 2,205 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $579,170 | 2,116 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $518,056 | 2,015 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $597,239 | 1,983 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $524,174 | 1,992 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $404,748 | 1,996 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $402,239 | 1,904 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $372,389 | 1,864 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $265,180 | 2,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $286,241 | 1,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $328,924 | 1,993 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,878,182 | 8,846 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,923,001 | 7,567 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||