Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$33,524
-$6,422 QoQ
Shares Held
214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,240
of 2,451 holders
Holding Since
Mar 2025
6 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, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $209,869 across 13 Software - Application names. CRM ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,544 | $111,415 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
214 | $33,524 | |
| 3 | NOW |
ServiceNow, Inc.
|
262 | $26,011 | |
| 4 | CHYM |
Chime Financial, Inc.
|
1,000 | $20,480 | |
| 5 | INTU |
Intuit Inc.
|
29 | $7,569 | |
| 6 | DDOG |
Datadog, Inc.
|
12 | $3,124 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
5 | $1,876 | |
| 8 | ADSK |
Autodesk, Inc.
|
7 | $1,360 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,524 | 214 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,946 | 214 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $72,055 | 272 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,094 | 262 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $70,897 | 260 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $69,772 | 260 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||