Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,314
+$10,847 QoQ
Shares Held
385
+45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,186
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, 2026Basepoint Wealth LLC holds $2,992,095 across 14 Software - Application names. CRM ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
19,393 | $1,673,809 | |
| 2 | ADBE |
Adobe Inc.
|
4,781 | $980,200 | |
| 3 | SHOP |
Shopify Inc.
|
2,000 | $228,360 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
385 | $60,314 | |
| 5 | TEAM |
Atlassian Corp
|
300 | $23,337 | |
| 6 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
2,000 | $10,320 | |
| 7 | SNOW |
Snowflake Inc.
|
19 | $4,835 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8 | $3,002 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,314 | 385 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $49,467 | 265 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $80,002 | 302 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||