Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$55,300
-$26,648 QoQ
Shares Held
353
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,193
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, 2026Wilkerson Advisory Group LLC holds $527,267 across 18 Software - Application names. CRM ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,050 | $119,889 | |
| 2 | ADP |
Automatic Data Processing Inc
|
265 | $59,346 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
353 | $55,300 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
146 | $54,796 | |
| 5 | MSTR |
Strategy Inc
|
504 | $43,812 | |
| 6 | NOW |
ServiceNow, Inc.
|
389 | $38,619 | |
| 7 | UBER |
Uber Technologies, Inc
|
444 | $32,039 | |
| 8 | ZM |
Zoom Communications, Inc.
|
305 | $26,324 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,300 | 353 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $81,948 | 439 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $598,961 | 2,261 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||