Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$394,626
+$175,058 QoQ
Shares Held
2,519
+191.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,689
of 2,457 holders
Holding Since
Sep 2021
3 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SNS Financial Group, LLC holds $15,317,161 across 10 Software - Application names. CRM ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
44,539 | $11,335,175 | |
| 2 | ADBE |
Adobe Inc.
|
3,355 | $687,842 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,417 | $664,333 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,637 | $623,245 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,167 | $485,299 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
2,519 | $394,626 | |
| 7 | FICO |
Fair Isaac Corp
|
325 | $388,303 | |
| 8 | IDCC |
InterDigital, Inc.
|
1,000 | $283,130 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,626 | 2,519 | Shares | Sole | 2026-08-11 | |
| 2021-12-31 | $219,568 | 864 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $261,456 | 964 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||