Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,545,568
-$294,989 QoQ
Shares Held
16,249
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#219
of 889 holders
Holding Since
Mar 2020
22 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, 2026BFSG, LLC holds $6,825,495 across 17 Software - Application names. CRM ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
37,462 | $2,703,257 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
16,249 | $2,545,568 | |
| 3 | NOW |
ServiceNow, Inc.
|
10,368 | $1,029,335 | |
| 4 | NICE |
NICE Ltd.
|
2,566 | $233,121 | |
| 5 | CXM |
Sprinklr, Inc.
|
43,277 | $223,309 | |
| 6 | FICO |
Fair Isaac Corp
|
23 | $27,479 | |
| 7 | SNOW |
Snowflake Inc.
|
73 | $18,578 | |
| 8 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,545,568 | 16,249 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,840,557 | 15,217 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,796,654 | 10,557 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,380,902 | 10,046 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $98,713 | 362 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,019,231 | 3,798 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,304,555 | 3,902 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,109,620 | 4,054 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $995,234 | 3,871 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,171,590 | 3,890 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,069,927 | 4,066 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $874,387 | 4,312 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $943,698 | 4,467 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $859,054 | 4,300 | Shares | Sole | 2023-05-10 | |
| 2021-12-31 | $4,050,832 | 15,940 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,197,129 | 15,475 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,600,539 | 14,740 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,887,788 | 13,630 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,985,239 | 13,415 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,096,262 | 12,320 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,083,109 | 11,120 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,524,748 | 10,590 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||