Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,420,932
-$259,921 QoQ
Shares Held
7,612
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
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)
Derivatives in CRM
reported options exposure · as of Dec 31, 2022CallValue
$26,518
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Larson Financial Group LLC holds $22,172,931 across 94 Software - Application names. CRM ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
33,000 | $4,392,960 | |
| 2 | UBER |
Uber Technologies, Inc
|
46,421 | $3,339,062 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
7,612 | $1,420,932 | |
| 4 | DDOG |
Datadog, Inc.
|
10,976 | $1,295,716 | |
| 5 | DOCU |
Docusign, Inc.
|
21,425 | $1,015,759 | |
| 6 | ADBE |
Adobe Inc.
|
3,315 | $805,810 | |
| 7 | NOW |
ServiceNow, Inc.
|
7,644 | $799,180 | |
| 8 | FICO |
Fair Isaac Corp
|
746 | $796,384 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,420,932 | 7,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,680,853 | 6,345 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,611,837 | 6,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,156,205 | 4,240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,002,592 | 3,736 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,253,403 | 3,749 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,168,467 | 4,269 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,125 | 3,081 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $306,601 | 1,018 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $295,506 | 1,123 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $243,133 | 1,199 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $290,905 | 1,377 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $539,805 | 2,702 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $370,589 | 2,795 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $26,518 | 200 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $193,320 | 1,344 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $103,480 | 627 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $157,116 | 740 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $231,766 | 912 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $41,767 | 154 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $33,464 | 137 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $44,280 | 209 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $32,711 | 147 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $19,100 | 76 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $14,237 | 76 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,342 | 51 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||