Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,176,516
+$181,565 QoQ
Shares Held
7,510
+40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,145
of 2,451 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $11,752,810 across 19 Software - Application names. CRM ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,411 | $1,530,004 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
7,510 | $1,176,516 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,728 | $990,612 | |
| 4 | ADBE |
Adobe Inc.
|
3,892 | $797,937 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,291 | $737,019 | |
| 6 | DJCO |
Daily Journal Corp
|
1,044 | $627,642 | |
| 7 | CVLT |
Commvault Systems Inc
|
4,375 | $620,068 | |
| 8 | INTU |
Intuit Inc.
|
2,345 | $612,045 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,516 | 7,510 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $994,951 | 5,330 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,247,726 | 4,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,560 | 4,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,462,436 | 5,363 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,107,790 | 4,128 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,283,158 | 3,838 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,020,664 | 3,729 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $872,340 | 3,393 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,276,400 | 4,238 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $975,723 | 3,708 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $697,157 | 3,438 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $579,274 | 2,742 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $524,222 | 2,624 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $285,996 | 2,157 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $352,120 | 2,448 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $416,726 | 2,525 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $430,372 | 2,027 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||