Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,850
-$24,244 QoQ
Shares Held
248
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,214
of 2,433 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $655,863 across 62 Software - Application names. CRM ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,073 | $77,426 | |
| 2 | ADP |
Automatic Data Processing Inc
|
233 | $52,179 | |
| 3 | SNOW |
Snowflake Inc.
|
200 | $50,899 | |
| 4 | NOW |
ServiceNow, Inc.
|
508 | $50,433 | |
| 5 | PAYX |
Paychex Inc
|
474 | $46,608 | |
| 6 | SHOP |
Shopify Inc.
|
386 | $44,072 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
110 | $41,284 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
248 | $38,850 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,850 | 248 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,094 | 338 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $117,315 | 495 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||