Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$383,660
-$91,975 QoQ
Shares Held
2,449
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,697
of 2,451 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. CRM ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,449 | $383,660 | |
| 2 | PAYX |
Paychex Inc
|
3,752 | $368,934 | |
| 3 | ROP |
Roper Technologies Inc
|
942 | $318,763 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,331 | $298,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
606 | $227,443 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,545 | $194,175 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,660 | 2,449 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $475,635 | 2,548 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $649,029 | 2,450 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $667,629 | 2,817 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $738,717 | 2,709 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $717,863 | 2,675 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $675,346 | 2,020 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $516,217 | 1,886 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $400,561 | 1,558 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $347,862 | 1,155 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $259,982 | 988 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $216,771 | 1,069 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $237,033 | 1,122 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $225,152 | 1,127 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||