Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$416,088
-$198,802 QoQ
Shares Held
2,656
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,660
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Green Ridge Wealth Planning LLC holds $643,173 across 2 Software - Application names. CRM ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,656 | $416,088 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,014 | $227,085 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,088 | 2,656 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $614,890 | 3,294 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $868,904 | 3,280 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||