Position in CRM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$72,801
-$57,799 QoQ
Shares Held
390
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Financial Management Professionals, Inc. holds $1,165,502 across 30 Software - Application names. CRM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,804 | $501,277 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,541 | $182,774 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
390 | $72,801 | |
| 4 | SHOP |
Shopify Inc.
|
532 | $63,105 | |
| 5 | INTU |
Intuit Inc.
|
92 | $39,778 | |
| 6 | SOUN |
Soundhound Ai, Inc.
|
5,050 | $34,693 | |
| 7 | TEAM |
Atlassian Corp
|
497 | $33,920 | |
| 8 | PAYX |
Paychex Inc
|
342 | $31,505 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,801 | 390 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $130,600 | 493 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $94,089 | 397 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $112,075 | 411 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $118,078 | 440 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $135,737 | 406 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $108,936 | 398 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $98,726 | 384 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $236,426 | 785 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $213,143 | 810 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $161,210 | 795 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $133,938 | 634 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $144,241 | 722 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $28,374 | 214 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,616 | 46 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $30,532 | 185 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $26,540 | 125 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,175 | 103 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $27,393 | 101 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $24,182 | 99 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $19,280 | 91 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $14,241 | 64 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $16,084 | 64 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $11,989 | 64 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||