Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,992
-$101 QoQ
Shares Held
134
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,289
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $664,004 across 49 Software - Application names. CRM ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 | |
| 2 | SHOP |
Shopify Inc.
|
1,030 | $117,605 | |
| 3 | ADBE |
Adobe Inc.
|
464 | $95,129 | |
| 4 | UBER |
Uber Technologies, Inc
|
917 | $66,170 | |
| 5 | NOW |
ServiceNow, Inc.
|
406 | $40,307 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
134 | $20,992 | |
| 7 | PAYX |
Paychex Inc
|
207 | $20,354 | |
| 8 | ROP |
Roper Technologies Inc
|
42 | $14,212 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,992 | 134 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,093 | 113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $58,810 | 222 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $49,770 | 210 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $51,538 | 189 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $72,188 | 269 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $98,961 | 296 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $87,860 | 321 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $119,294 | 464 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $119,869 | 398 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $77,100 | 293 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,200 | 144 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $62,532 | 296 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,964 | 160 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $31,026 | 234 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,234 | 384 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $93,082 | 564 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $110,406 | 520 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $192,884 | 759 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $109,844 | 405 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $39,571 | 162 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $270,981 | 1,279 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $127,509 | 573 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $74,139 | 295 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,226 | 140 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $39,738 | 276 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||