Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$92,742
+$12,848 QoQ
Shares Held
592
+38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#820
of 968 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, 2026Beaird Harris Wealth Management, LLC holds $3,903,149 across 23 Software - Application names. CRM ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
42,138 | $3,663,056 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
592 | $92,742 | |
| 3 | TYL |
Tyler Technologies Inc
|
107 | $31,293 | |
| 4 | SAP |
Sap SE
|
170 | $26,198 | |
| 5 | SHOP |
Shopify Inc.
|
186 | $21,237 | |
| 6 | OTEX |
Open Text Corp
|
618 | $13,688 | |
| 7 | UBER |
Uber Technologies, Inc
|
160 | $11,545 | |
| 8 | FIG |
Figma, Inc.
|
560 | $10,130 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,742 | 592 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $79,894 | 428 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $115,500 | 436 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $106,176 | 448 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $119,165 | 437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $104,123 | 388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,699 | 367 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $180,922 | 661 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $9,769 | 38 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,421 | 18 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,736 | 18 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $202 | 1 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $211 | 1 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $199 | 1 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $32,484 | 245 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $143 | 1 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $14,193 | 86 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $92,783 | 437 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $111,563 | 439 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||