Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,511,375
+$2,656,487 QoQ
Shares Held
201,145
+30.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#259
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026Wedbush Fund Advisers, LLC holds $138,796,529 across 7 Software - Application names. CRM ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
125,954 | $32,793,383 | |
| 2 | SNOW |
Snowflake Inc.
|
125,843 | $32,027,043 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
201,145 | $31,511,375 | |
| 4 | NOW |
ServiceNow, Inc.
|
308,303 | $30,608,321 | |
| 5 | PEGA |
Pegasystems Inc
|
394,797 | $11,832,066 | |
| 6 | INTU |
Intuit Inc.
|
53 | $13,833 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
28 | $10,508 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,511,375 | 201,145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,854,888 | 154,577 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||