Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,143,539
-$913,173 QoQ
Shares Held
20,066
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#783
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Intesa Sanpaolo Wealth Management holds $5,570,085 across 9 Software - Application names. CRM ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
20,066 | $3,143,539 | |
| 2 | SNOW |
Snowflake Inc.
|
4,649 | $1,183,170 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,390 | $733,679 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,410 | $390,385 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
131 | $49,166 | |
| 6 | INTU |
Intuit Inc.
|
160 | $41,760 | |
| 7 | MSTR |
Strategy Inc
|
140 | $12,170 | |
| 8 | ZM |
Zoom Communications, Inc.
|
100 | $8,631 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,143,539 | 20,066 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $4,056,712 | 21,732 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,633,576 | 21,266 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||