Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,063,212
-$395,088 QoQ
Shares Held
13,170
+46.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#934
of 2,451 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $5,883,747 across 15 Software - Application names. CRM ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
13,170 | $2,063,212 | |
| 2 | ADSK |
Autodesk, Inc.
|
10,363 | $2,014,774 | |
| 3 | INTU |
Intuit Inc.
|
6,503 | $1,697,283 | |
| 4 | ESTC |
Elastic N.V.
|
869 | $49,550 | |
| 5 | SAP |
Sap SE
|
245 | $37,756 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
19 | $7,131 | |
| 7 | NOW |
ServiceNow, Inc.
|
41 | $4,070 | |
| 8 | ADP |
Automatic Data Processing Inc
|
15 | $3,359 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,212 | 13,170 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $2,458,300 | 9,015 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,563,642 | 7,668 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,064,594 | 7,543 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||