Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,666
-$3,001 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,319
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $57,361 across 27 Software - Application names. CRM ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
84 | $17,221 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
100 | $15,666 | |
| 3 | MSTR |
Strategy Inc
|
80 | $6,954 | |
| 4 | NOW |
ServiceNow, Inc.
|
50 | $4,964 | |
| 5 | INTU |
Intuit Inc.
|
6 | $1,566 | |
| 6 | TEAM |
Atlassian Corp
|
18 | $1,400 | |
| 7 | SHOP |
Shopify Inc.
|
10 | $1,141 | |
| 8 | PAYC |
Paycom Software, Inc.
|
7 | $879 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,666 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,667 | 100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,491 | 100 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||