Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$641,679
-$281,030 QoQ
Shares Held
4,096
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,441
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $10,607,097 across 10 Software - Application names. CRM ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,791 | $2,924,118 | |
| 2 | ADP |
Automatic Data Processing Inc
|
11,744 | $2,630,068 | |
| 3 | ADBE |
Adobe Inc.
|
7,491 | $1,535,804 | |
| 4 | PAYX |
Paychex Inc
|
7,464 | $733,935 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,096 | $641,679 | |
| 6 | SNOW |
Snowflake Inc.
|
2,500 | $636,250 | |
| 7 | DDOG |
Datadog, Inc.
|
1,966 | $511,867 | |
| 8 | UBER |
Uber Technologies, Inc
|
5,745 | $414,559 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,679 | 4,096 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $922,709 | 4,943 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,462,833 | 5,522 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,828,218 | 7,714 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,098,622 | 7,696 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||