CM WEALTH ADVISORS LLC

Position in NOW — ServiceNow, Inc.

CIK 1764581 BEACHWOOD, OH

Position in NOW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$328,418

-$25,274 QoQ

Shares Held

3,308

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,621

of 2,206 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. NOW ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	109,424	$1,789,082
2	NOW	ServiceNow, Inc. This page	3,308	$328,418
3	INTU	Intuit Inc.	1,141	$297,801
4	SHOP	Shopify Inc.	2,474	$282,481
5	ASUR	Asure Software Inc	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc.	19,600	$101,136

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,418	3,308	-2.2%	Shares	Sole	2026-08-10
2026-03-31	$353,692	3,383	-19.2%	Shares	Sole	2026-05-08
2025-12-31	$641,100	4,185	+297.8%	Shares	Sole	2026-01-26
2024-03-31	$802,044	1,052	-13.3%	Shares	Sole	2024-05-13
2023-06-30	$681,669	1,213	-80.8%	Shares	Sole	2023-08-15
2023-03-31	$2,937,959	6,322	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.