Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$305,956
-$652,593 QoQ
Shares Held
1,953
-62.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,826
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $4,459,621 across 6 Software - Application names. CRM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,464 | $1,136,088 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,409 | $987,395 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,839 | $926,461 | |
| 4 | PAYX |
Paychex Inc
|
8,862 | $871,399 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,953 | $305,956 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
619 | $232,322 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,956 | 1,953 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $958,549 | 5,135 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,494,357 | 5,641 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,547,610 | 6,530 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,532,516 | 5,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,466,318 | 5,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,759,244 | 5,262 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,331,599 | 4,865 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,171,347 | 4,556 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,185,444 | 3,936 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $961,776 | 3,655 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||