Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,251,556
-$422,687 QoQ
Shares Held
7,989
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,126
of 2,451 holders
Holding Since
Mar 2020
22 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 Jun 30, 2026Sowell Financial Services LLC holds $18,415,298 across 18 Software - Application names. CRM ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
120,770 | $8,714,763 | |
| 2 | SHOP |
Shopify Inc.
|
11,424 | $1,304,392 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
7,989 | $1,251,556 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,891 | $871,389 | |
| 5 | DDOG |
Datadog, Inc.
|
3,055 | $795,399 | |
| 6 | SNOW |
Snowflake Inc.
|
2,493 | $634,468 | |
| 7 | ADBE |
Adobe Inc.
|
3,017 | $618,545 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,540 | $577,992 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,556 | 7,989 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,674,243 | 8,969 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,443,000 | 9,222 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,939,845 | 8,185 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,613,733 | 9,585 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,507,824 | 9,345 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $4,226,629 | 15,442 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,863,936 | 22,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,333,213 | 21,028 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,103,863 | 19,396 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,418,668 | 16,859 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,590,363 | 16,995 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,358,602 | 11,806 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,266,095 | 17,091 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,925,873 | 13,389 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,131,491 | 12,915 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $3,484,122 | 13,710 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $3,404,327 | 16,068 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,556,919 | 15,984 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,273,950 | 20,985 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,758,246 | 14,724 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,979,234 | 20,692 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||