Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,025,730
+$2,589,775 QoQ
Shares Held
95,913
+44.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#384
of 2,457 holders
Holding Since
Dec 2024
3 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, 2026BARLOW WEALTH PARTNERS, LLC holds $70,257,536 across 8 Software - Application names. CRM ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
288,435 | $20,813,469 | |
| 2 | FICO |
Fair Isaac Corp
|
12,601 | $15,055,422 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
95,913 | $15,025,730 | |
| 4 | INTU |
Intuit Inc.
|
41,262 | $10,769,382 | |
| 5 | ADBE |
Adobe Inc.
|
19,487 | $3,995,224 | |
| 6 | NOW |
ServiceNow, Inc.
|
30,921 | $3,069,836 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,569 | $1,023,227 | |
| 8 | SHOP |
Shopify Inc.
|
4,425 | $505,246 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,025,730 | 95,913 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $12,435,955 | 66,620 | Shares | Sole | 2026-04-21 | |
| 2024-12-31 | $1,490,443 | 4,458 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||