Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$252,750
-$44,478 QoQ
Shares Held
1,354
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Wealth Preservation Advisors, LLC holds $2,152,192 across 54 Software - Application names. CRM ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
17,111 | $1,230,793 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,354 | $252,750 | |
| 3 | SNOW |
Snowflake Inc.
|
1,410 | $212,656 | |
| 4 | SOUN |
Soundhound Ai, Inc.
|
13,360 | $91,783 | |
| 5 | SAP |
Sap SE
|
434 | $74,305 | |
| 6 | INTU |
Intuit Inc.
|
86 | $37,184 | |
| 7 | MANH |
Manhattan Associates Inc
|
275 | $36,608 | |
| 8 | NOW |
ServiceNow, Inc.
|
272 | $28,437 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,750 | 1,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,228 | 1,122 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $265,914 | 1,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,735,671 | 6,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,702,743 | 6,345 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||