Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$464,496
-$57,059 QoQ
Shares Held
2,965
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,603
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $29,526,775 across 8 Software - Application names. CRM ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,636 | $18,374,533 | |
| 2 | ADBE |
Adobe Inc.
|
16,958 | $3,476,728 | |
| 3 | NOW |
ServiceNow, Inc.
|
33,974 | $3,372,938 | |
| 4 | INTU |
Intuit Inc.
|
11,249 | $2,935,989 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,965 | $464,496 | |
| 6 | MSTR |
Strategy Inc
|
3,992 | $347,024 | |
| 7 | SHOP |
Shopify Inc.
|
3,000 | $342,540 | |
| 8 | ADP |
Automatic Data Processing Inc
|
949 | $212,527 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,496 | 2,965 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $521,555 | 2,794 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $738,038 | 2,786 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $650,091 | 2,743 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,197,653 | 4,392 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $357,991 | 1,334 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $485,447 | 1,452 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $389,215 | 1,422 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,032 | 568 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $249,376 | 828 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $157,883 | 600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $585,628 | 2,888 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $558,148 | 2,642 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $718,608 | 3,597 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $670,640 | 5,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,162,946 | 8,085 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,159,690 | 19,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,430,296 | 25,576 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $17,067,370 | 67,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,455,034 | 108,602 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $25,332,753 | 103,708 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,710,530 | 102,471 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $22,854,721 | 102,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $25,483,345 | 101,398 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,969,972 | 101,265 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,370,283 | 176,207 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||