Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,872,361
-$392,497 QoQ
Shares Held
18,335
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#821
of 2,443 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $20,973,421 across 33 Software - Application names. CRM ranks #1 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
18,335 | $2,872,361 | |
| 2 | ADEA |
Adeia Inc.
|
51,636 | $1,700,373 | |
| 3 | SNOW |
Snowflake Inc.
|
5,847 | $1,488,061 | |
| 4 | IDCC |
InterDigital, Inc.
|
4,454 | $1,261,061 | |
| 5 | TEAM |
Atlassian Corp
|
15,281 | $1,188,708 | |
| 6 | OTEX |
Open Text Corp
|
46,777 | $1,036,110 | |
| 7 | ZM |
Zoom Communications, Inc.
|
11,172 | $964,255 | |
| 8 | NOW |
ServiceNow, Inc.
|
7,775 | $771,902 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,872,361 | 18,335 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,264,858 | 17,490 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,976,599 | 18,786 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||