Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,276,032
-$9,296,648 QoQ
Shares Held
231,559
-5.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#232
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. CRM ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,276,032 | 231,559 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $45,572,680 | 244,135 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $71,768,357 | 270,916 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $63,270,705 | 266,965 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $70,926,941 | 260,101 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $67,398,882 | 251,151 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $83,865,008 | 250,845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $67,384,938 | 246,191 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $60,840,915 | 236,643 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $69,128,941 | 229,527 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $63,196,491 | 240,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,480,734 | 234,149 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $49,109,499 | 232,460 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $44,572,316 | 223,107 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $28,404,623 | 214,229 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $37,308,356 | 259,374 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $43,096,400 | 261,127 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $58,505,200 | 275,552 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $68,508,111 | 269,579 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $71,765,896 | 264,604 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $63,965,519 | 261,864 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $53,806,505 | 253,960 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $48,114,769 | 216,217 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $50,856,361 | 202,357 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $36,835,634 | 196,635 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $18,277,397 | 126,944 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||