Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$125,328
-$93,752 QoQ
Shares Held
800
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#808
of 968 holders
Holding Since
Mar 2020
24 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, 2026WEST PACES ADVISORS INC. holds $1,095,596 across 23 Software - Application names. CRM ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,817 | $630,867 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
800 | $125,328 | |
| 3 | ROP |
Roper Technologies Inc
|
236 | $79,860 | |
| 4 | ADBE |
Adobe Inc.
|
379 | $77,702 | |
| 5 | INTU |
Intuit Inc.
|
233 | $60,813 | |
| 6 | SNOW |
Snowflake Inc.
|
201 | $51,154 | |
| 7 | DOCU |
Docusign, Inc.
|
450 | $19,989 | |
| 8 | ADSK |
Autodesk, Inc.
|
80 | $15,553 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,328 | 800 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $219,080 | 827 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $215,697 | 791 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $194,829 | 726 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $242,723 | 726 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $211,030 | 771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $198,224 | 771 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $221,066 | 734 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $193,144 | 734 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $147,218 | 726 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $153,374 | 726 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $159,624 | 799 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $102,757 | 775 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $122,551 | 852 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $150,681 | 913 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $197,457 | 930 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $146,124 | 575 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $138,322 | 510 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $77,922 | 319 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $81,993 | 387 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $105,256 | 473 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $118,874 | 473 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $88,607 | 473 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $68,102 | 473 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||