Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,699
-$901 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,384
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026Hartford Financial Management Inc. holds $4,369,327 across 10 Software - Application names. CRM ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,753 | $3,303,934 | |
| 2 | PAYX |
Paychex Inc
|
8,499 | $835,706 | |
| 3 | ADBE |
Adobe Inc.
|
866 | $177,547 | |
| 4 | NOW |
ServiceNow, Inc.
|
215 | $21,345 | |
| 5 | SHOP |
Shopify Inc.
|
136 | $15,528 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
30 | $4,699 | |
| 7 | LYFT |
Lyft, Inc.
|
300 | $4,383 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
11 | $4,128 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,699 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,600 | 30 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,947 | 30 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $47,874 | 202 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $55,083 | 202 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $63,064 | 235 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $78,567 | 235 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $64,321 | 235 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $60,418 | 235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $70,777 | 235 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $68,153 | 259 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $52,520 | 259 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $54,716 | 259 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $51,743 | 259 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $34,340 | 259 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $37,254 | 259 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $42,745 | 259 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $54,990 | 259 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $65,819 | 259 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $71,873 | 265 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $62,288 | 255 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $54,026 | 255 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $56,745 | 255 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $51,520 | 205 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $38,402 | 205 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $29,515 | 205 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||