Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,006
-$16,475 QoQ
Shares Held
549
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,155
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, 2026Wellington Grp LLC holds $3,156,026 across 10 Software - Application names. CRM ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
6,227 | $1,276,659 | |
| 2 | SHOP |
Shopify Inc.
|
4,089 | $466,882 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,050 | $436,568 | |
| 4 | PAYX |
Paychex Inc
|
3,358 | $330,192 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,086 | $243,209 | |
| 6 | INTU |
Intuit Inc.
|
592 | $154,512 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
1,294 | $89,596 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
549 | $86,006 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,006 | 549 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,481 | 549 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $140,667 | 531 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||