Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,559,667
+$1,706,096 QoQ
Shares Held
67,405
+42.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#467
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $69,336,882 across 62 Software - Application names. CRM ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
45,414 | $11,823,989 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
67,405 | $10,559,667 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34,036 | $7,622,362 | |
| 4 | SAP |
Sap SE
|
47,934 | $7,387,108 | |
| 5 | UBER |
Uber Technologies, Inc
|
94,196 | $6,797,183 | |
| 6 | NOW |
ServiceNow, Inc.
|
49,918 | $4,955,859 | |
| 7 | SHOP |
Shopify Inc.
|
26,839 | $3,064,477 | |
| 8 | INTU |
Intuit Inc.
|
8,762 | $2,286,882 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,559,667 | 67,405 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,853,571 | 47,429 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,495,469 | 39,619 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,869,348 | 33,204 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,031,992 | 36,789 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,721,612 | 25,047 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,123,550 | 24,298 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,265,769 | 22,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,314,998 | 137,359 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $44,109,618 | 146,456 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $39,353,113 | 149,552 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $32,402,418 | 159,791 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $34,540,376 | 163,497 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $37,991,763 | 190,168 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $24,162,538 | 182,235 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $25,036,934 | 174,061 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $28,809,382 | 174,560 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $36,871,915 | 173,662 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $41,925,605 | 164,977 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $42,093,344 | 155,200 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $33,664,070 | 137,815 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $28,043,113 | 132,360 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $21,900,735 | 98,417 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $23,870,373 | 94,980 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $16,675,179 | 89,015 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $11,972,944 | 83,157 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||