Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$101,045
New position
Shares Held
645
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#680
of 817 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Allied Private Wealth LLC holds $1,272,121 across 22 Software - Application names. CRM ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
7,662 | $552,889 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,604 | $359,215 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
645 | $101,045 | |
| 4 | SNOW |
Snowflake Inc.
|
255 | $64,897 | |
| 5 | SRAD |
Sportradar Group AG
|
3,789 | $56,721 | |
| 6 | ADBE |
Adobe Inc.
|
103 | $21,117 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
203 | $14,354 | |
| 8 | CVLT |
Commvault Systems Inc
|
100 | $14,173 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,045 | 645 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||