Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$445,854
-$1,098,653 QoQ
Shares Held
2,846
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,637
of 2,461 holders
Holding Since
Dec 2020
6 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, 2026Abacus Wealth Partners, LLC holds $3,293,317 across 9 Software - Application names. CRM ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PD |
PagerDuty, Inc.
|
78,518 | $757,698 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,345 | $749,112 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,846 | $445,854 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,248 | $421,741 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,027 | $385,453 | |
| 6 | SAP |
Sap SE
|
1,487 | $229,161 | |
| 7 | HUBS |
Hubspot Inc
|
1,150 | $209,886 | |
| 8 | RBBN |
Ribbon Communications Inc.
|
26,091 | $61,052 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,854 | 2,846 | Shares | Sole | 2026-07-22 | |
| 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. | ||||||