Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,921,199
-$1,721,239 QoQ
Shares Held
50,563
-2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#525
of 2,457 holders
Holding Since
Dec 2023
11 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, 2026Bragg Financial Advisors, Inc holds $102,726,415 across 8 Software - Application names. CRM ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
108,328 | $30,670,906 | |
| 2 | PLUS |
Eplus Inc
|
311,913 | $25,960,518 | |
| 3 | UPBD |
Upbound Group, Inc.
|
1,189,215 | $25,235,142 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
50,563 | $7,921,199 | |
| 5 | ADBE |
Adobe Inc.
|
32,275 | $6,617,020 | |
| 6 | NOW |
ServiceNow, Inc.
|
35,000 | $3,474,800 | |
| 7 | UBER |
Uber Technologies, Inc
|
26,091 | $1,882,726 | |
| 8 | ADP |
Automatic Data Processing Inc
|
4,305 | $964,104 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,921,199 | 50,563 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,642,438 | 51,655 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,773,960 | 48,220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,751,031 | 45,363 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,484,339 | 42,115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,581,971 | 39,432 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,974,344 | 38,807 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,569,722 | 34,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,776,898 | 26,359 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,246,555 | 17,420 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,310,174 | 4,979 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||