Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,726
-$6,927 QoQ
Shares Held
94
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,327
of 2,457 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $85,365 across 15 Software - Application names. CRM ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
151 | $30,958 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
94 | $14,726 | |
| 3 | UBER |
Uber Technologies, Inc
|
170 | $12,267 | |
| 4 | NOW |
ServiceNow, Inc.
|
65 | $6,453 | |
| 5 | DDOG |
Datadog, Inc.
|
19 | $4,946 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
12 | $4,503 | |
| 7 | INTU |
Intuit Inc.
|
9 | $2,349 | |
| 8 | DOCU |
Docusign, Inc.
|
50 | $2,221 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,726 | 94 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,653 | 116 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,484 | 66 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,538 | 74 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $19,906 | 73 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $19,053 | 71 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $31,426 | 94 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||