Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$523,557
-$116,721 QoQ
Shares Held
3,342
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,543
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 18%
None 47%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gryphon Financial Partners LLC holds $23,577,515 across 13 Software - Application names. CRM ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
151,520 | $17,300,553 | |
| 2 | SAP |
Sap SE
|
4,979 | $767,313 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,531 | $687,756 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,789 | $674,011 | |
| 5 | WDAY |
Workday, Inc.
|
5,476 | $670,371 | |
| 6 | INTU |
Intuit Inc.
|
2,219 | $579,159 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
3,342 | $523,557 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,326 | $497,674 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,557 | 3,342 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $640,278 | 3,430 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $804,796 | 3,038 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $676,398 | 2,854 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $685,542 | 2,514 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $695,587 | 2,592 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $824,456 | 2,466 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $915,558 | 3,345 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $895,736 | 3,484 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $952,028 | 3,161 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,042,034 | 3,960 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $606,312 | 2,990 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $644,553 | 3,051 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $584,555 | 2,926 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $345,130 | 2,603 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $637,209 | 4,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $790,540 | 4,790 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $972,211 | 4,579 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,210,165 | 4,762 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $1,355,556 | 4,998 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,291,454 | 5,287 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,063,798 | 5,021 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $1,122,440 | 5,044 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $1,274,191 | 5,070 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $942,643 | 5,032 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $783,250 | 5,440 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||