Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,772,997
-$9,883,346 QoQ
Shares Held
202,815
-9.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#258
of 2,460 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $352,777,270 across 56 Software - Application names. CRM ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
619,619 | $44,711,707 | |
| 2 | ADP |
Automatic Data Processing Inc
|
159,988 | $35,829,312 | |
| 3 | NOW |
ServiceNow, Inc.
|
353,032 | $35,049,016 | |
| 4 | SHOP |
Shopify Inc.
|
292,174 | $33,360,427 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
202,815 | $31,772,997 | |
| 6 | PAYX |
Paychex Inc
|
244,794 | $24,070,594 | |
| 7 | ADBE |
Adobe Inc.
|
97,565 | $20,002,776 | |
| 8 | MSTR |
Strategy Inc
|
219,538 | $19,084,438 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,772,997 | 202,815 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $41,656,343 | 223,155 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $66,861,164 | 252,392 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,976,760 | 299,480 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $89,006,834 | 326,403 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $89,639,754 | 334,028 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $107,258,078 | 320,815 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,011,861 | 317,898 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $82,359,671 | 320,341 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $93,397,725 | 310,106 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $77,457,627 | 294,359 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $55,281,478 | 272,618 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $56,226,426 | 266,148 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,429,962 | 267,444 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,996,069 | 263,942 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,833,370 | 304,737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,752,531 | 283,280 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $69,030,540 | 325,125 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $71,868,472 | 282,802 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $70,266,592 | 259,076 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $58,129,420 | 237,972 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $49,434,779 | 233,326 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $46,948,266 | 210,975 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,635,942 | 181,585 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $33,952,625 | 181,245 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $23,144,353 | 160,747 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||