Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,798,730
-$440,332 QoQ
Shares Held
43,398
+11.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#554
of 2,451 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. CRM ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
115,565 | $8,339,170 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
43,398 | $6,798,730 | |
| 3 | PAYX |
Paychex Inc
|
58,503 | $5,752,599 | |
| 4 | NOW |
ServiceNow, Inc.
|
52,800 | $5,241,984 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
11,780 | $4,421,269 | |
| 6 | ADP |
Automatic Data Processing Inc
|
16,813 | $3,765,271 | |
| 7 | SHOP |
Shopify Inc.
|
29,858 | $3,409,186 | |
| 8 | FICO |
Fair Isaac Corp
|
1,592 | $1,902,089 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,798,730 | 43,398 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,239,062 | 38,780 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,774,189 | 44,446 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,871,675 | 24,775 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,117,662 | 33,436 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,928,961 | 40,725 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $21,008,294 | 62,837 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,446,276 | 56,433 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $15,605,970 | 60,700 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,811,566 | 55,819 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,072,336 | 45,878 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,852,563 | 43,656 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||