Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$411,545
-$93,770 QoQ
Shares Held
2,627
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,666
of 2,451 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, 2026Quantum Private Wealth, LLC holds $11,347,583 across 9 Software - Application names. CRM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
18,348 | $4,669,566 | |
| 2 | DDOG |
Datadog, Inc.
|
10,257 | $2,670,512 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,965 | $1,882,845 | |
| 4 | HUBS |
Hubspot Inc
|
3,324 | $606,663 | |
| 5 | MANH |
Manhattan Associates Inc
|
3,795 | $528,453 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
2,627 | $411,545 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
2,406 | $296,058 | |
| 8 | CVLT |
Commvault Systems Inc
|
1,700 | $240,941 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,545 | 2,627 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $505,315 | 2,707 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,158,451 | 4,373 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,036,401 | 4,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,192,473 | 4,373 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,225,063 | 4,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,543,601 | 4,617 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,276,857 | 4,665 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,446,444 | 5,626 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,813,103 | 6,020 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,670,412 | 6,348 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,314,825 | 6,484 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,008,448 | 9,507 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,931,073 | 9,666 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,295,536 | 9,771 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,393,665 | 9,689 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,512,426 | 9,164 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,945,912 | 9,165 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $2,325,797 | 9,152 | Shares | Sole | 2022-05-26 | |
| No filing history on record for this holder in this stock. | ||||||