Position in CRM
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$11,592
-$168 QoQ
Shares Held
74
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,358
of 2,465 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, 2026Principia Wealth Advisory, LLC holds $148,337 across 41 Software - Application names. CRM ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
51 | $12,979 | |
| 2 | ADP |
Automatic Data Processing Inc
|
54 | $12,093 | |
| 3 | SAP |
Sap SE
|
76 | $11,712 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
74 | $11,592 | |
| 5 | NOW |
ServiceNow, Inc.
|
116 | $11,516 | |
| 6 | UBER |
Uber Technologies, Inc
|
142 | $10,246 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
24 | $9,007 | |
| 8 | DT |
Dynatrace, Inc.
|
201 | $8,825 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,592 | 74 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $11,760 | 63 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $12,185 | 46 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,006 | 38 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $10,362 | 38 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,293 | 16 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $8,358 | 25 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||