Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,691,144
-$423,640 QoQ
Shares Held
10,795
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,008
of 2,450 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, 2026Boomfish Wealth Group, LLC holds $8,021,222 across 7 Software - Application names. CRM ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
17,659 | $1,753,185 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
10,795 | $1,691,144 | |
| 3 | WDAY |
Workday, Inc.
|
11,724 | $1,435,252 | |
| 4 | PAYX |
Paychex Inc
|
9,962 | $979,563 | |
| 5 | ROP |
Roper Technologies Inc
|
2,216 | $749,872 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,917 | $719,488 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,563 | $692,718 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691,144 | 10,795 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,114,784 | 11,329 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,940,236 | 11,099 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,638,758 | 11,134 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,561,922 | 9,395 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,363,446 | 8,807 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,972,528 | 8,891 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,548,787 | 9,312 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,384,345 | 9,274 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,579,004 | 8,563 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,462,727 | 9,359 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||