Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,781,415
-$11,380,096 QoQ
Shares Held
30,521
-64.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#87
of 576 holders
Holding Since
Sep 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, 2026Merit Financial Group, LLC holds $101,620,571 across 61 Software - Application names. CRM ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
170,910 | $19,514,499 | |
| 2 | ADP |
Automatic Data Processing Inc
|
41,514 | $9,297,054 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,236 | $6,469,010 | |
| 4 | ADBE |
Adobe Inc.
|
29,137 | $5,973,662 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
30,521 | $4,781,415 | |
| 6 | SNOW |
Snowflake Inc.
|
17,079 | $4,346,604 | |
| 7 | DDOG |
Datadog, Inc.
|
14,062 | $3,661,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
34,942 | $3,652,485 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,781,415 | 30,521 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $16,161,511 | 86,578 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $8,802,690 | 33,229 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,777,015 | 28,595 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,411,349 | 34,513 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,855,524 | 25,546 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,546,515 | 19,581 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,306,964 | 12,082 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,204,356 | 16,353 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,764,968 | 15,821 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,008,810 | 7,634 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,057,314 | 15,077 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,643,496 | 12,513 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,115,070 | 10,587 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,299,647 | 9,802 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,349,794 | 9,384 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,959,354 | 11,872 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,001,938 | 4,719 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,028,464 | 4,047 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,025,211 | 3,780 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $910,150 | 3,726 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $770,783 | 3,638 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $801,775 | 3,603 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $208,595 | 830 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||