Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,169,231
-$803,293 QoQ
Shares Held
20,230
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#781
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, 2026SIGNATUREFD, LLC holds $40,274,902 across 97 Software - Application names. CRM ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
51,258 | $5,852,638 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
11,495 | $4,314,303 | |
| 3 | SAP |
Sap SE
|
21,934 | $3,380,248 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
20,230 | $3,169,231 | |
| 5 | UBER |
Uber Technologies, Inc
|
41,204 | $2,973,280 | |
| 6 | ADP |
Automatic Data Processing Inc
|
8,738 | $1,956,875 | |
| 7 | NOW |
ServiceNow, Inc.
|
18,714 | $1,857,925 | |
| 8 | PAYX |
Paychex Inc
|
17,982 | $1,768,170 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,169,231 | 20,230 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,972,524 | 21,281 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,687,087 | 21,468 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,186,034 | 21,882 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,818,386 | 21,337 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,619,726 | 20,941 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,626,754 | 19,821 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,163,539 | 18,865 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,634,998 | 18,028 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,717,902 | 18,985 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,768,886 | 18,123 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,436,512 | 16,947 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,440,369 | 16,285 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,119,364 | 15,614 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,482,886 | 11,184 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,585,692 | 11,024 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,408,263 | 14,592 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,665,465 | 12,554 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,339,268 | 13,140 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,232,128 | 11,917 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,102,920 | 8,609 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,675,467 | 7,908 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,861,018 | 8,363 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,099,275 | 8,353 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,461,923 | 7,804 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,304,314 | 9,059 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||