Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$426,741
-$8,760 QoQ
Shares Held
2,724
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,652
of 2,457 holders
Holding Since
Mar 2021
22 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, 2026Diligent Investors, LLC holds $2,377,041 across 7 Software - Application names. CRM ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,893 | $481,768 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,724 | $426,741 | |
| 3 | ADBE |
Adobe Inc.
|
2,079 | $426,236 | |
| 4 | SHOP |
Shopify Inc.
|
3,238 | $369,714 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,460 | $244,228 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,063 | $221,026 | |
| 7 | MSTR |
Strategy Inc
|
2,385 | $207,328 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,741 | 2,724 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $435,501 | 2,333 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $596,047 | 2,250 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $545,100 | 2,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,167,931 | 4,283 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,149,385 | 4,283 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,398,168 | 4,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,144,655 | 4,182 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,055,652 | 4,106 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,223,091 | 4,061 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,110,713 | 4,221 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $958,743 | 4,728 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,030,526 | 4,878 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $974,526 | 4,878 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $663,347 | 5,003 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $551,051 | 3,831 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $609,987 | 3,696 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $782,611 | 3,686 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $900,636 | 3,544 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,106,306 | 4,079 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $996,377 | 4,079 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $851,505 | 4,019 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||