Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$81,776
+$4,122 QoQ
Shares Held
522
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,160
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $388,398 across 22 Software - Application names. CRM ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
522 | $81,776 | |
| 2 | PAYX |
Paychex Inc
|
509 | $50,049 | |
| 3 | PAYC |
Paycom Software, Inc.
|
219 | $27,523 | |
| 4 | WDAY |
Workday, Inc.
|
219 | $26,809 | |
| 5 | ADSK |
Autodesk, Inc.
|
135 | $26,246 | |
| 6 | SNOW |
Snowflake Inc.
|
100 | $25,450 | |
| 7 | ADP |
Automatic Data Processing Inc
|
113 | $25,306 | |
| 8 | TYL |
Tyler Technologies Inc
|
83 | $24,274 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,776 | 522 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $77,654 | 416 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $81,857 | 309 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $75,840 | 320 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,807 | 300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,508 | 300 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $99,630 | 298 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $81,565 | 298 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,615 | 298 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $74,090 | 246 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||