Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$445,541
+$24,414 QoQ
Shares Held
2,844
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,631
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026MOR Wealth Management, LLC holds $1,099,678 across 2 Software - Application names. CRM ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
5,729 | $654,137 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,844 | $445,541 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,541 | 2,844 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $421,127 | 2,256 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||