Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$345,905
-$91,089 QoQ
Shares Held
2,208
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,759
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Etesian Wealth Advisors, Inc. holds $694,147 across 2 Software - Application names. CRM ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,555 | $348,242 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,208 | $345,905 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,905 | 2,208 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $436,994 | 2,341 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $884,534 | 3,339 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $915,057 | 3,861 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,338,089 | 4,907 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,351,997 | 5,038 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,690,038 | 5,055 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,449,841 | 5,297 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,152,065 | 4,481 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,364,646 | 4,531 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,278,334 | 4,858 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,030,325 | 5,081 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,089,890 | 5,159 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $995,903 | 4,985 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $660,961 | 4,985 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||