Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$456,037
-$152,693 QoQ
Shares Held
2,911
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,614
of 2,451 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, 2026Maridea Wealth Management LLC holds $7,108,773 across 9 Software - Application names. CRM ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
8,147 | $3,057,732 | |
| 2 | UBER |
Uber Technologies, Inc
|
15,644 | $1,128,871 | |
| 3 | DDOG |
Datadog, Inc.
|
2,890 | $752,440 | |
| 4 | PAYX |
Paychex Inc
|
5,543 | $545,043 | |
| 5 | CRM |
Salesforce, Inc.
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|
2,911 | $456,037 | |
| 6 | MSTR |
Strategy Inc
|
4,046 | $351,718 | |
| 7 | ROP |
Roper Technologies Inc
|
988 | $334,329 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,199 | $268,516 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,037 | 2,911 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $608,730 | 3,261 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $892,216 | 3,368 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $616,674 | 2,602 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $487,297 | 1,787 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $205,832 | 767 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $270,138 | 808 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||