Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$83,343
-$52,739 QoQ
Shares Held
532
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,157
of 2,451 holders
Holding Since
Sep 2024
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, 2026Westfuller Advisors, LLC holds $1,355,982 across 21 Software - Application names. CRM ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,566 | $350,705 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,725 | $171,258 | |
| 3 | INTU |
Intuit Inc.
|
599 | $156,339 | |
| 4 | PAYX |
Paychex Inc
|
1,216 | $119,569 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
316 | $118,601 | |
| 6 | ADBE |
Adobe Inc.
|
469 | $96,154 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
532 | $83,343 | |
| 8 | DUOL |
Duolingo, Inc.
|
700 | $80,514 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,343 | 532 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $136,082 | 729 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $238,419 | 900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $275,157 | 1,161 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $245,966 | 902 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $276,410 | 1,030 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $341,685 | 1,022 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $279,457 | 1,021 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||