Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$342,615
-$211,981 QoQ
Shares Held
2,187
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,767
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Greykasell Wealth Strategies, Inc. holds $1,886,035 across 12 Software - Application names. CRM ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
8,519 | $845,766 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,187 | $342,615 | |
| 3 | PAYX |
Paychex Inc
|
1,790 | $176,010 | |
| 4 | INTU |
Intuit Inc.
|
653 | $170,433 | |
| 5 | WDAY |
Workday, Inc.
|
1,034 | $126,582 | |
| 6 | ADBE |
Adobe Inc.
|
443 | $90,823 | |
| 7 | UBER |
Uber Technologies, Inc
|
944 | $68,119 | |
| 8 | SHOP |
Shopify Inc.
|
281 | $32,084 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,615 | 2,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $554,596 | 2,971 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,038,447 | 3,920 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $966,723 | 4,079 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,105,485 | 4,054 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,062,437 | 3,959 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,323,278 | 3,958 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||