Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$720,949
-$245,068 QoQ
Shares Held
4,602
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,371
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, 2026Tulsa Wealth Advisors, INC holds $1,217,872 across 2 Software - Application names. CRM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,602 | $720,949 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,324 | $496,923 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,949 | 4,602 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $966,017 | 5,175 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,870,529 | 7,061 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||