Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,034,739
+$159,257 QoQ
Shares Held
6,605
+40.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,218
of 2,451 holders
Holding Since
Jun 2020
24 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, 2026Formidable Asset Management, LLC holds $8,917,410 across 9 Software - Application names. CRM ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
19,840 | $1,969,715 | |
| 2 | ADBE |
Adobe Inc.
|
9,563 | $1,960,606 | |
| 3 | UBER |
Uber Technologies, Inc
|
23,431 | $1,690,780 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,605 | $1,034,739 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,507 | $785,392 | |
| 6 | MSTR |
Strategy Inc
|
6,720 | $584,169 | |
| 7 | IDCC |
InterDigital, Inc.
|
1,200 | $339,756 | |
| 8 | DOCU |
Docusign, Inc.
|
7,162 | $318,136 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,739 | 6,605 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $875,482 | 4,690 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,209,579 | 4,566 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $938,283 | 3,959 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $957,959 | 3,513 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $942,748 | 3,513 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,079,551 | 3,229 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $912,549 | 3,334 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $935,586 | 3,639 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $993,894 | 3,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $339,713 | 1,291 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $251,649 | 1,241 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $251,610 | 1,191 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $246,728 | 1,235 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $214,033 | 1,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,977 | 1,448 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $310,836 | 1,464 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $346,633 | 1,364 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $383,505 | 1,414 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $341,000 | 1,396 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $301,067 | 1,421 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $265,255 | 1,192 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $243,026 | 967 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $239,220 | 1,277 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||