Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$507,421
+$486,024 QoQ
Shares Held
3,239
+4960.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,564
of 2,451 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PROFFITT & GOODSON INC holds $1,385,573 across 7 Software - Application names. CRM ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
6,376 | $633,009 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,239 | $507,421 | |
| 3 | INTU |
Intuit Inc.
|
682 | $178,002 | |
| 4 | DAVE |
Dave Inc./DE
|
75 | $27,944 | |
| 5 | UBER |
Uber Technologies, Inc
|
350 | $25,256 | |
| 6 | ZM |
Zoom Communications, Inc.
|
120 | $10,357 | |
| 7 | FICO |
Fair Isaac Corp
|
3 | $3,584 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,421 | 3,239 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $21,397 | 64 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,433 | 71 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,454 | 64 | Shares | Sole | 2024-07-23 | |
| 2021-03-31 | $3,813 | 18 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,005 | 18 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,523 | 18 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,371 | 18 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,591 | 18 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||