Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,264,990
New position
Shares Held
14,458
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#897
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Fluent Financial, LLC holds $20,704,847 across 11 Software - Application names. CRM ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
27,686 | $2,722,364 | |
| 2 | ADBE |
Adobe Inc.
|
12,756 | $2,615,235 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,717 | $2,453,903 | |
| 4 | PAYC |
Paycom Software, Inc.
|
19,410 | $2,439,448 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
14,458 | $2,264,990 | |
| 6 | WDAY |
Workday, Inc.
|
18,370 | $2,248,855 | |
| 7 | TEAM |
Atlassian Corp
|
28,780 | $2,238,796 | |
| 8 | INTU |
Intuit Inc.
|
5,570 | $1,453,770 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,990 | 14,458 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||