Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$346,375
-$261,982 QoQ
Shares Held
2,211
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,754
of 2,443 holders
Holding Since
Dec 2023
11 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,968,417 across 7 Software - Application names. CRM ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,402 | $356,809 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,211 | $346,375 | |
| 3 | SHOP |
Shopify Inc.
|
2,399 | $273,917 | |
| 4 | INTU |
Intuit Inc.
|
998 | $260,478 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,598 | $257,929 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,328 | $240,148 | |
| 7 | DDOG |
Datadog, Inc.
|
894 | $232,761 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,375 | 2,211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $608,357 | 3,259 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $913,409 | 3,448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $986,868 | 4,164 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,159,205 | 4,251 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,184,004 | 4,412 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,601,106 | 4,789 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,329,409 | 4,857 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,223,796 | 4,760 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,500,779 | 4,983 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,404,641 | 5,338 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||