Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,044,450
+$54,914 QoQ
Shares Held
6,667
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,210
of 2,451 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Elyxium Wealth, LLC holds $12,072,140 across 8 Software - Application names. CRM ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
34,023 | $3,345,480 | |
| 2 | ADBE |
Adobe Inc.
|
10,563 | $2,165,625 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,358 | $2,010,963 | |
| 4 | NOW |
ServiceNow, Inc.
|
19,952 | $1,980,832 | |
| 5 | DDOG |
Datadog, Inc.
|
4,130 | $1,075,286 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
6,667 | $1,044,450 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,085 | $242,984 | |
| 8 | UBER |
Uber Technologies, Inc
|
2,862 | $206,520 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,450 | 6,667 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $989,536 | 5,301 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,427,333 | 5,388 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,258,944 | 5,312 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,464,888 | 5,372 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,378,295 | 5,136 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $1,336,525 | 4,883 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||