Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$356,871
+$88,440 QoQ
Shares Held
2,278
+58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,727
of 2,451 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $3,888,783 across 13 Software - Application names. CRM ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,849 | $580,688 | |
| 2 | SNOW |
Snowflake Inc.
|
1,650 | $419,925 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,278 | $356,871 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,587 | $355,408 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,816 | $347,522 | |
| 6 | INTU |
Intuit Inc.
|
1,301 | $339,561 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,546 | $300,573 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
668 | $250,713 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,871 | 2,278 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $268,431 | 1,438 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $314,183 | 1,186 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $313,788 | 1,324 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $454,574 | 1,667 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $460,237 | 1,715 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $564,683 | 1,689 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $369,452 | 1,437 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $226,788 | 753 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||