Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$780,010
-$618,148 QoQ
Shares Held
4,979
-33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,338
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. CRM ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
4,979 | $780,010 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,010 | 4,979 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,398,158 | 7,490 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,390,812 | 9,025 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,441,811 | 10,303 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,025,222 | 11,094 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,716,071 | 10,121 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,855,493 | 11,532 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,644,722 | 13,316 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,165,396 | 20,091 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,202,665 | 13,954 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,024,268 | 11,493 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,179,073 | 10,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,247,067 | 5,903 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,847,765 | 9,249 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $916,329 | 6,911 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,318,364 | 30,022 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,889,332 | 23,566 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,148,335 | 24,248 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $5,792,639 | 22,794 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||