Symmetry Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1697493 GLASTONBURY, CT

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$357,654

-$515,714 QoQ

Shares Held

2,283

-32.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,726

of 2,451 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Symmetry Partners, LLC holds $733,944 across 3 Software - Application names. CRM ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	2,283	$357,654
2	TEAM	Atlassian Corp	3,925	$305,325
3	CXM	Sprinklr, Inc.	13,753	$70,965

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,654	2,283	-32.8%	Shares	Sole	2026-07-23
2024-06-30	$873,368	3,397	0.0%	Shares	Sole	2024-07-11
2024-03-31	$1,023,108	3,397	0.0%	Shares	Sole	2024-04-02
2023-12-31	$893,886	3,397	0.0%	Shares	Sole	2024-01-02
2023-09-30	$688,843	3,397	-10.8%	Shares	Sole	2023-10-10
2023-06-30	$804,900	3,810	0.0%	Shares	Sole	2023-07-05
2023-03-31	$761,161	3,810	0.0%	Shares	Sole	2023-04-03
2022-12-31	$505,167	3,810	+60.8%	Shares	Sole	2023-01-06
2022-09-30	$340,756	2,369	-44.7%	Shares	Sole	2022-10-03
2022-06-30	$707,526	4,287	0.0%	Shares	Sole	2022-07-11
2022-03-31	$910,215	4,287	0.0%	Shares	Sole	2022-04-04
2021-12-31	$1,089,455	4,287	-3.9%	Shares	Sole	2022-01-11
2021-09-30	$1,209,641	4,460	+101.1%	Shares	Sole	2021-10-18
2021-06-30	$541,790	2,218	0.0%	Shares	Sole	2021-07-07
2021-03-31	$469,927	2,218	-52.5%	Shares	Sole	2021-05-03
2020-12-31	$1,039,215	4,670	+6.1%	Shares	Sole	2021-02-18
2020-09-30	$1,105,808	4,400	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.