Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$653,272
-$311,624 QoQ
Shares Held
4,170
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,438
of 2,457 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)
Derivatives in CRM
reported options exposure · as of Dec 31, 2021CallValue
$254,130
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Ausdal Financial Partners, Inc. holds $7,765,522 across 11 Software - Application names. CRM ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
21,537 | $2,138,192 | |
| 2 | MSTR |
Strategy Inc
|
12,598 | $1,095,143 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,688 | $987,725 | |
| 4 | SHOP |
Shopify Inc.
|
8,186 | $934,677 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,170 | $653,272 | |
| 6 | ADBE |
Adobe Inc.
|
3,127 | $641,097 | |
| 7 | PAYX |
Paychex Inc
|
5,631 | $553,695 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,065 | $238,506 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,272 | 4,170 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $964,896 | 5,169 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,467,600 | 5,540 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,464,660 | 6,180 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,123,755 | 4,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,139,188 | 4,245 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,176,507 | 3,519 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $628,438 | 2,296 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $502,373 | 1,954 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $672,534 | 2,233 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $525,227 | 1,996 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $399,071 | 1,968 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $379,211 | 1,795 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $338,826 | 1,696 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $286,792 | 2,163 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $468,918 | 3,260 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $478,616 | 2,900 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $769,447 | 3,624 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $254,130 | 1,000 | Call | Sole | 2022-02-08 | |
| 2021-12-31 | $2,284,882 | 8,991 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,585,811 | 9,534 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,704,760 | 6,979 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,149,818 | 5,427 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,079,047 | 4,849 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $441,066 | 1,755 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||