Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,310,304
-$1,663,500 QoQ
Shares Held
33,897
-9.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#627
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names. CRM ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,310,304 | 33,897 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,973,804 | 37,359 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,388,710 | 39,216 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,859,437 | 41,601 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,592,688 | 35,178 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,579,915 | 35,698 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,932,628 | 26,718 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,581,083 | 24,044 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,792,086 | 18,639 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,624,235 | 18,674 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,621,595 | 13,763 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,050,216 | 15,042 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,572,513 | 12,177 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,200,177 | 11,013 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,147,301 | 8,653 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $821,901 | 5,714 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,610,790 | 9,760 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,467,768 | 6,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,117,917 | 4,399 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||