Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$230,603
-$296,553 QoQ
Shares Held
1,472
-47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,985
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026FSM Wealth Advisors, LLC holds $2,378,277 across 7 Software - Application names. CRM ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,711 | $707,571 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,947 | $436,030 | |
| 3 | SAP |
Sap SE
|
1,820 | $280,480 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,636 | $262,373 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
671 | $251,839 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,472 | $230,603 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,109 | $209,381 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,603 | 1,472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $527,156 | 2,824 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $748,900 | 2,827 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $505,521 | 2,133 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $376,584 | 1,381 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $389,122 | 1,450 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $408,216 | 1,221 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||