Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,770,571
-$708,593 QoQ
Shares Held
11,302
-14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#992
of 2,451 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $8,898,756 across 11 Software - Application names. CRM ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
11,302 | $1,770,571 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,256 | $1,750,312 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,400 | $1,433,280 | |
| 4 | SHOP |
Shopify Inc.
|
7,397 | $844,589 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,179 | $712,731 | |
| 6 | SNOW |
Snowflake Inc.
|
2,669 | $679,260 | |
| 7 | INTU |
Intuit Inc.
|
2,169 | $566,109 | |
| 8 | SAP |
Sap SE
|
2,278 | $351,062 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,571 | 11,302 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,479,164 | 13,281 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,407,537 | 12,863 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $6,984,627 | 29,471 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,484,795 | 27,448 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,499,051 | 27,944 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,649,785 | 25,872 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,307,920 | 23,046 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,286,214 | 28,340 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,591,406 | 18,565 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,856,248 | 18,455 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $3,502,643 | 21,223 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $5,759,356 | 21,235 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,299,437 | 21,695 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,116,634 | 19,430 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $4,484,424 | 20,152 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,020,112 | 12,017 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,292,357 | 12,237 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,224,347 | 15,449 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||