Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,068,655
-$160,549 QoQ
Shares Held
19,588
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#794
of 2,450 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $17,298,579 across 16 Software - Application names. CRM ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
33,646 | $3,841,699 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
19,588 | $3,068,655 | |
| 3 | NOW |
ServiceNow, Inc.
|
20,704 | $2,055,493 | |
| 4 | ADSK |
Autodesk, Inc.
|
7,805 | $1,517,447 | |
| 5 | IDCC |
InterDigital, Inc.
|
3,832 | $1,084,953 | |
| 6 | UBER |
Uber Technologies, Inc
|
14,808 | $1,068,545 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,350 | $974,182 | |
| 8 | CVLT |
Commvault Systems Inc
|
5,950 | $843,292 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,068,655 | 19,588 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,229,204 | 17,299 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $3,284,088 | 12,397 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $1,550,454 | 6,542 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,519,973 | 5,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,415,329 | 5,274 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,546,610 | 4,626 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,149,855 | 4,201 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $7,120,641 | 27,696 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $8,632,722 | 28,663 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $8,019,454 | 30,476 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $6,682,209 | 32,953 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $6,905,244 | 32,686 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||