Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$283,084
-$147,563 QoQ
Shares Held
1,807
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,870
of 2,451 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $998,676 across 18 Software - Application names. CRM ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,807 | $283,084 | |
| 2 | INTU |
Intuit Inc.
|
1,026 | $267,786 | |
| 3 | CRNC |
Cerence Inc.
|
11,608 | $131,402 | |
| 4 | DDOG |
Datadog, Inc.
|
225 | $58,581 | |
| 5 | MSTR |
Strategy Inc
|
513 | $44,595 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
115 | $43,161 | |
| 7 | ADP |
Automatic Data Processing Inc
|
179 | $40,087 | |
| 8 | SHOP |
Shopify Inc.
|
299 | $34,139 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,084 | 1,807 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $430,647 | 2,307 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $603,994 | 2,280 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $315,607 | 944 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $240,043 | 877 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $205,165 | 798 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $238,534 | 792 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $219,458 | 834 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||