Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$409,195
-$78,200 QoQ
Shares Held
2,612
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,676
of 2,461 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, 2026WealthCollab, LLC holds $1,426,891 across 35 Software - Application names. CRM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,612 | $409,195 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,399 | $245,271 | |
| 3 | ADBE |
Adobe Inc.
|
830 | $170,166 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,340 | $133,035 | |
| 5 | ADP |
Automatic Data Processing Inc
|
262 | $58,674 | |
| 6 | DAVE |
Dave Inc./DE
|
110 | $40,984 | |
| 7 | ZM |
Zoom Communications, Inc.
|
394 | $34,006 | |
| 8 | DOCU |
Docusign, Inc.
|
708 | $31,449 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,195 | 2,612 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $487,395 | 2,611 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $698,037 | 2,635 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $618,807 | 2,611 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $648,183 | 2,377 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $629,572 | 2,346 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $958,857 | 2,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $172,710 | 631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $176,113 | 685 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $206,307 | 685 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $193,144 | 734 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||