Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,939,058
-$323,889 QoQ
Shares Held
50,677
+14.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#93
of 817 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, 2026Prospera Financial Services Inc holds $69,605,285 across 33 Software - Application names. CRM ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
158,681 | $11,450,420 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
50,677 | $7,939,058 | |
| 3 | ADP |
Automatic Data Processing Inc
|
30,213 | $6,766,201 | |
| 4 | SNOW |
Snowflake Inc.
|
21,364 | $5,437,138 | |
| 5 | SHOP |
Shopify Inc.
|
38,040 | $4,343,407 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,162 | $4,285,123 | |
| 7 | PAYX |
Paychex Inc
|
40,458 | $3,978,235 | |
| 8 | DDOG |
Datadog, Inc.
|
14,725 | $3,833,801 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,939,058 | 50,677 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,262,947 | 44,265 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,444,482 | 54,526 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,715,858 | 49,434 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,231,145 | 52,188 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,777,595 | 73,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,177,111 | 66,333 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,996,844 | 54,791 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,046,282 | 50,744 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,659,882 | 38,714 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $7,808,153 | 29,673 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,551,324 | 37,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,797,817 | 36,911 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,414,235 | 37,112 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,881,698 | 36,818 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,850,548 | 40,674 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,685,935 | 40,511 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,363,682 | 34,682 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,710,564 | 46,081 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,443,373 | 23,757 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,227,216 | 29,587 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,381,127 | 34,838 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,883,693 | 26,440 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $147,022 | 585 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $548,127 | 2,926 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $307,973 | 2,139 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||