Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,581,639
-$2,194,694 QoQ
Shares Held
10,096
-50.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,036
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $6,556,674 across 12 Software - Application names. CRM ranks #3 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
22,197 | $2,203,718 | |
| 2 | UBER |
Uber Technologies, Inc
|
28,796 | $2,077,919 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
10,096 | $1,581,639 | |
| 4 | SAP |
Sap SE
|
3,902 | $601,337 | |
| 5 | ADP |
Automatic Data Processing Inc
|
139 | $31,129 | |
| 6 | CVLT |
Commvault Systems Inc
|
154 | $21,826 | |
| 7 | HUBS |
Hubspot Inc
|
71 | $12,958 | |
| 8 | PAYX |
Paychex Inc
|
112 | $11,012 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,639 | 10,096 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,776,333 | 20,230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,893,452 | 22,247 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||