Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,062,661
+$6,117,667 QoQ
Shares Held
128,065
+71.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#327
of 2,451 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $41,857,271 across 6 Software - Application names. CRM ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
128,065 | $20,062,661 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
254,011 | $15,761,381 | |
| 3 | ADP |
Automatic Data Processing Inc
|
24,486 | $5,483,639 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,019 | $399,006 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,000 | $144,320 | |
| 6 | INTU |
Intuit Inc.
|
24 | $6,264 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,062,661 | 128,065 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $13,944,994 | 74,704 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,372,637 | 76,904 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,208,613 | 81,049 | Shares | Defined | 2025-11-03 | |
| 2024-06-30 | $20,568 | 80 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $3,845 | 29 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||