Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,462
-$4,111 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,285
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $271,119 across 15 Software - Application names. CRM ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
915 | $204,914 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
137 | $21,462 | |
| 3 | WDAY |
Workday, Inc.
|
157 | $19,219 | |
| 4 | NOW |
ServiceNow, Inc.
|
50 | $4,964 | |
| 5 | SNOW |
Snowflake Inc.
|
17 | $4,326 | |
| 6 | UBER |
Uber Technologies, Inc
|
58 | $4,185 | |
| 7 | PAYC |
Paycom Software, Inc.
|
30 | $3,770 | |
| 8 | MSTR |
Strategy Inc
|
30 | $2,607 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,462 | 137 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,573 | 137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,896 | 211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,007 | 211 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $62,991 | 231 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $61,991 | 231 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,230 | 231 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $62,953 | 230 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $59,133 | 230 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $69,271 | 230 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $48,417 | 184 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $41,367 | 204 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $43,097 | 204 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $40,755 | 204 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $56,672 | 394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $289,810 | 1,756 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $370,710 | 1,746 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $446,252 | 1,756 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $422,018 | 1,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,174 | 144 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,509 | 144 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,044 | 144 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,513 | 10 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,873 | 10 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,439 | 10 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||