Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,467
-$10,400 QoQ
Shares Held
303
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,212
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, 2026Lodestone Wealth Management LLC holds $571,394 across 15 Software - Application names. CRM ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,252 | $234,664 | |
| 2 | NOW |
ServiceNow, Inc.
|
846 | $83,990 | |
| 3 | ADP |
Automatic Data Processing Inc
|
263 | $58,898 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
303 | $47,467 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
106 | $39,783 | |
| 6 | ADSK |
Autodesk, Inc.
|
185 | $35,967 | |
| 7 | INTU |
Intuit Inc.
|
86 | $22,446 | |
| 8 | SHOP |
Shopify Inc.
|
172 | $19,638 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,467 | 303 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $57,867 | 310 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $82,122 | 310 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||