Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$208,671
-$247,923 QoQ
Shares Held
1,332
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,040
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $2,042,655 across 8 Software - Application names. CRM ranks #6 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
6,499 | $468,967 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
879 | $329,906 | |
| 3 | PAYX |
Paychex Inc
|
3,321 | $326,553 | |
| 4 | DDOG |
Datadog, Inc.
|
1,191 | $310,088 | |
| 5 | PDFS |
Pdf Solutions Inc
|
3,664 | $259,374 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,332 | $208,671 | |
| 7 | PD |
PagerDuty, Inc.
|
12,194 | $117,672 | |
| 8 | BLND |
Blend Labs, Inc.
|
12,529 | $21,424 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,671 | 1,332 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $456,594 | 2,446 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||