Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,501,703
-$661,046 QoQ
Shares Held
15,969
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#862
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Phoenix Financial Ltd. holds $107,981,744 across 20 Software - Application names. CRM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NICE |
NICE Ltd.
|
678,460 | $61,638,091 | |
| 2 | RSKD |
Riskified Ltd.
|
3,246,755 | $16,363,645 | |
| 3 | UBER |
Uber Technologies, Inc
|
162,494 | $11,725,566 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
8,785 | $3,297,185 | |
| 5 | ZM |
Zoom Communications, Inc.
|
30,812 | $2,659,382 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
15,969 | $2,501,703 | |
| 7 | ADBE |
Adobe Inc.
|
8,363 | $1,714,581 | |
| 8 | NOW |
ServiceNow, Inc.
|
15,804 | $1,569,020 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,703 | 15,969 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,162,749 | 16,943 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,253,040 | 34,929 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,563,187 | 40,351 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,554,828 | 53,375 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,226,299 | 53,012 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,428,383 | 37,174 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,295,466 | 26,654 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,136,976 | 23,870 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,399,279 | 41,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,645,142 | 21,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,908,178 | 19,273 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $2,734,548 | 12,944 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,473,577 | 7,376 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,330,733 | 258,924 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $63,387,411 | 440,680 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $83,152,597 | 503,833 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $108,266,001 | 509,919 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $102,160,514 | 402,001 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $93,702,169 | 345,484 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $64,237,636 | 262,978 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $55,502,948 | 261,967 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $43,922,303 | 197,377 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $42,496,201 | 169,092 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,509,717 | 34,750 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,904,652 | 20,174 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||