Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$445,854
+$215,487 QoQ
Shares Held
2,846
+162.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,630
of 2,451 holders
Holding Since
Mar 2022
2 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, 2026Summit Financial Wealth Advisors, LLC holds $651,440 across 2 Software - Application names. CRM ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,846 | $445,854 | |
| 2 | ADP |
Automatic Data Processing Inc
|
918 | $205,586 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,854 | 2,846 | Shares | Sole | 2026-07-15 | |
| 2022-03-31 | $230,367 | 1,085 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||