Position in CRM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$818,547
-$315,797 QoQ
Shares Held
4,385
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Sunbelt Securities, Inc. holds $10,763,817 across 83 Software - Application names. CRM ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLY |
Fastly, Inc.
|
77,944 | $2,265,052 | |
| 2 | SHOP |
Shopify Inc.
|
12,527 | $1,485,952 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,710 | $1,015,180 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,385 | $818,547 | |
| 5 | SNOW |
Snowflake Inc.
|
4,990 | $752,591 | |
| 6 | ADP |
Automatic Data Processing Inc
|
3,161 | $642,251 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,077 | $488,530 | |
| 8 | ADBE |
Adobe Inc.
|
1,578 | $383,580 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $818,547 | 4,385 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,134,344 | 4,282 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $929,751 | 3,923 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,052,856 | 3,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $919,669 | 3,427 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,290,848 | 3,861 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,248,665 | 4,562 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,405,822 | 5,468 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,112,777 | 7,015 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,275,634 | 8,648 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,136,692 | 10,537 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $2,304,635 | 10,909 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $2,178,600 | 10,905 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,178,453 | 16,430 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,064,391 | 14,352 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,837,885 | 11,136 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $2,049,737 | 9,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,309,533 | 9,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,158,639 | 7,959 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,944,144 | 7,959 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,426,944 | 6,735 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $1,662,744 | 7,472 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,967,835 | 7,830 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,726,807 | 9,218 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,326,487 | 9,213 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||