Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$42,141
+$26,088 QoQ
Shares Held
269
+212.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,215
of 2,443 holders
Holding Since
Sep 2021
17 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, 2026Centerpoint Advisors, LLC holds $343,027 across 11 Software - Application names. CRM ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
780 | $159,915 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
269 | $42,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
350 | $34,748 | |
| 4 | ADP |
Automatic Data Processing Inc
|
125 | $27,993 | |
| 5 | YOU |
Clear Secure, Inc.
|
456 | $25,412 | |
| 6 | UBER |
Uber Technologies, Inc
|
210 | $15,153 | |
| 7 | BSY |
Bentley Systems Inc
|
505 | $15,094 | |
| 8 | PEGA |
Pegasystems Inc
|
498 | $14,925 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,141 | 269 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $16,053 | 86 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,782 | 86 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,382 | 86 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $4,105 | 15 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,856 | 15 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,517 | 15 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,947 | 15 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,852 | 19 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,013 | 19 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,795 | 19 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,988 | 15 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,157 | 15 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,475 | 15 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,184 | 15 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,811 | 15 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,068 | 15 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||