Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$463,086
-$408,662 QoQ
Shares Held
2,956
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#416
of 743 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,503,045 across 17 Software - Application names. CRM ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTA |
Intapp, Inc.
|
21,256 | $535,863 | |
| 2 | PTRN |
Pattern Group Inc.
|
20,408 | $514,077 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,956 | $463,086 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,170 | $439,123 | |
| 5 | ADBE |
Adobe Inc.
|
2,023 | $414,754 | |
| 6 | FICO |
Fair Isaac Corp
|
338 | $403,834 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,416 | $390,817 | |
| 8 | SAP |
Sap SE
|
2,071 | $319,161 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,086 | 2,956 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $871,748 | 4,670 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,259,646 | 4,755 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $1,152,531 | 4,863 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,387,992 | 5,090 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,438,409 | 5,360 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $848,195 | 2,537 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $665,935 | 2,433 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $664,860 | 2,586 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $763,792 | 2,536 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $697,584 | 2,651 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $534,122 | 2,634 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $619,414 | 2,932 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $620,316 | 3,105 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $281,090 | 2,120 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $420,732 | 2,925 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $560,970 | 3,399 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $667,746 | 3,145 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $578,399 | 2,276 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||