Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$525,594
+$67,880 QoQ
Shares Held
3,355
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,539
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026Semus Wealth Partners LLC holds $831,475 across 2 Software - Application names. CRM ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,355 | $525,594 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,081 | $305,881 |
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,594 | 3,355 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $457,714 | 2,452 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $567,437 | 2,142 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $516,660 | 2,180 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $513,747 | 1,884 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,344 | 1,857 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $598,785 | 1,791 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $476,255 | 1,740 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $468,693 | 1,823 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $467,732 | 1,553 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $361,291 | 1,373 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $290,786 | 1,434 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $300,411 | 1,422 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $299,869 | 1,501 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $212,541 | 1,603 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||