Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$546,116
+$65,628 QoQ
Shares Held
3,486
+35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MCF Advisors LLC holds $5,224,296 across 39 Software - Application names. CRM ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,010 | $1,569,889 | |
| 2 | SHOP |
Shopify Inc.
|
6,224 | $710,656 | |
| 3 | TEAM |
Atlassian Corp
|
8,795 | $684,163 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,486 | $546,116 | |
| 5 | PAYX |
Paychex Inc
|
3,423 | $336,583 | |
| 6 | TYL |
Tyler Technologies Inc
|
975 | $285,148 | |
| 7 | WDAY |
Workday, Inc.
|
1,889 | $231,251 | |
| 8 | UBER |
Uber Technologies, Inc
|
2,777 | $200,388 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,116 | 3,486 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $480,488 | 2,574 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $257,227 | 971 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,365 | 145 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $37,631 | 138 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $25,225 | 94 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $77,230 | 231 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $38,593 | 141 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,937 | 132 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $33,430 | 111 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $43,681 | 166 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,130 | 119 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $20,280 | 96 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $16,981 | 85 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,137 | 84 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $17,692 | 123 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,299 | 123 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,512 | 139 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $38,784 | 143 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $41,216 | 164 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||