Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$137,390
+$69,816 QoQ
Shares Held
877
+142.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,101
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $399,831 across 10 Software - Application names. CRM ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
877 | $137,390 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
290 | $108,842 | |
| 3 | PAYC |
Paycom Software, Inc.
|
400 | $50,272 | |
| 4 | AGYS |
Agilysys Inc
|
472 | $49,324 | |
| 5 | MSTR |
Strategy Inc
|
320 | $27,817 | |
| 6 | UBER |
Uber Technologies, Inc
|
202 | $14,576 | |
| 7 | DOCU |
Docusign, Inc.
|
125 | $5,552 | |
| 8 | NOW |
ServiceNow, Inc.
|
30 | $2,978 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,390 | 877 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $67,574 | 362 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,099 | 57 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,509 | 57 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,543 | 57 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,296 | 57 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,056 | 57 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||