Position in CRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,544,507
-$464,835 QoQ
Shares Held
8,274
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Abacus Wealth Partners, LLC holds $7,315,121 across 15 Software - Application names. CRM ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
8,274 | $1,544,507 | |
| 2 | SAP |
Sap SE
|
5,774 | $988,566 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,506 | $712,349 | |
| 4 | SHOP |
Shopify Inc.
|
5,827 | $691,198 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,628 | $588,407 | |
| 6 | INTU |
Intuit Inc.
|
1,286 | $556,040 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,815 | $418,272 | |
| 8 | CSGS |
Csg Systems International Inc
|
4,503 | $359,969 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,544,507 | 8,274 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,009,342 | 7,585 | Shares | Sole | 2026-02-05 | |
| 2024-03-31 | $250,280 | 831 | Shares | Sole | 2024-04-10 | |
| 2021-06-30 | $522,249 | 2,138 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 | $206,730 | 929 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||