Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,145,811
-$219,493 QoQ
Shares Held
7,314
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,153
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $4,441,525 across 14 Software - Application names. CRM ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
7,314 | $1,145,811 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,298 | $743,103 | |
| 3 | ADBE |
Adobe Inc.
|
3,515 | $720,645 | |
| 4 | SHOP |
Shopify Inc.
|
6,114 | $698,096 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,258 | $505,679 | |
| 6 | ROP |
Roper Technologies Inc
|
781 | $264,282 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
1,836 | $127,124 | |
| 8 | PLUS |
Eplus Inc
|
1,484 | $123,513 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,811 | 7,314 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,365,304 | 7,314 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,706,815 | 6,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,445,937 | 6,101 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,233,922 | 4,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,120,134 | 4,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,279,146 | 3,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,078,417 | 3,940 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,000,890 | 3,893 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,109,848 | 3,685 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||