Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,265,146
-$906,937 QoQ
Shares Held
14,459
-14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#898
of 2,457 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $14,879,488 across 16 Software - Application names. CRM ranks #1 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
14,459 | $2,265,146 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,345 | $1,644,912 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,356 | $1,634,893 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,055 | $1,591,488 | |
| 5 | DDOG |
Datadog, Inc.
|
4,009 | $1,043,783 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,836 | $976,518 | |
| 7 | PAYX |
Paychex Inc
|
9,579 | $941,903 | |
| 8 | SHOP |
Shopify Inc.
|
7,073 | $807,595 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,265,146 | 14,459 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,172,083 | 16,993 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,467,707 | 16,865 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,752,895 | 15,835 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,660,817 | 17,092 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,576,161 | 24,505 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,936,382 | 14,765 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||