Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$595,621
-$131,458 QoQ
Shares Held
3,802
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,484
of 2,450 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $1,083,870 across 2 Software - Application names. CRM ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,802 | $595,621 | |
| 2 | FIG |
Figma, Inc.
|
26,990 | $488,249 |
All Filings in CRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,621 | 3,802 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $727,079 | 3,895 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||