Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$51,227
+$8,667 QoQ
Shares Held
327
+43.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,207
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,759,682 across 35 Software - Application names. CRM ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
449 | $536,456 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,424 | $339,934 | |
| 3 | U |
Unity Software Inc.
|
2,286 | $65,333 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
863 | $61,022 | |
| 5 | ADP |
Automatic Data Processing Inc
|
255 | $57,107 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
458 | $56,356 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
327 | $51,227 | |
| 8 | WDAY |
Workday, Inc.
|
395 | $48,355 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,227 | 327 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $42,560 | 228 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $69,936 | 264 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $55,221 | 233 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $44,993 | 165 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $44,279 | 165 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $55,164 | 165 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $45,162 | 165 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $66,588 | 259 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $78,005 | 259 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $71,047 | 270 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $11 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $11 | 0 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $11 | 0 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||