Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$669,721
-$130,533 QoQ
Shares Held
4,275
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,425
of 2,451 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $669,721 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,275 | $669,721 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,721 | 4,275 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $800,254 | 4,287 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $791,286 | 2,987 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $707,682 | 2,986 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||