Position in CRM
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$600,321
-$108,091 QoQ
Shares Held
3,832
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,478
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, 2026Forefront Wealth Partners, LLC holds $6,085,390 across 10 Software - Application names. CRM ranks #6 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
4,439 | $1,155,738 | |
| 2 | SNOW |
Snowflake Inc.
|
3,620 | $921,290 | |
| 3 | UBER |
Uber Technologies, Inc
|
10,238 | $738,774 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,230 | $717,794 | |
| 5 | SHOP |
Shopify Inc.
|
5,344 | $610,177 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,832 | $600,321 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,485 | $557,350 | |
| 8 | TEAM |
Atlassian Corp
|
3,524 | $274,131 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,321 | 3,832 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $708,412 | 3,795 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $795,259 | 3,002 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $699,150 | 2,950 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $839,339 | 3,078 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $864,119 | 3,220 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,029,067 | 3,078 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||