Position in CRM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$33,323
-$6,064 QoQ
Shares Held
211
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,241
of 2,451 holders
Holding Since
Dec 2024
6 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, 2026Noble Wealth Management PBC holds $1,576,313 across 19 Software - Application names. CRM ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
11,060 | $1,098,036 | |
| 2 | SNOW |
Snowflake Inc.
|
1,391 | $350,045 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
211 | $33,323 | |
| 4 | UBER |
Uber Technologies, Inc
|
383 | $28,916 | |
| 5 | DDOG |
Datadog, Inc.
|
103 | $26,817 | |
| 6 | SHOP |
Shopify Inc.
|
112 | $12,788 | |
| 7 | INTU |
Intuit Inc.
|
31 | $8,091 | |
| 8 | PAYC |
Paycom Software, Inc.
|
32 | $4,021 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,323 | 211 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $39,387 | 211 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $57,750 | 218 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $51,666 | 218 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $58,502 | 218 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $72,883 | 218 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||