Financial Gravity Asset Management, Inc.

Position in CRM — Salesforce, Inc.

CIK 1741736 Lakeway, TX

Position in CRM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,099,104

-$682,715 QoQ

Shares Held

11,245

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $6,599,119 across 7 Software - Application names. CRM ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	9,753	$2,334,868
2	CRM	Salesforce, Inc. This page	11,245	$2,099,104
3	INTU	Intuit Inc.	4,809	$2,079,315
4	ESTC	Elastic N.V.	869	$43,441
5	SAP	Sap SE	244	$41,775
6	SHOP	Shopify Inc.	3	$355
7	NATL	NCR Atleos Corp	6	$261

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,099,104	11,245	+7.1%	Shares	Sole	2026-05-08
2025-12-31	$2,781,819	10,501	+12.8%	Shares	Sole	2026-02-13
2025-09-30	$2,205,996	9,308	+12.0%	Shares	Sole	2025-11-14
2025-03-31	$2,230,071	8,310	-0.5%	Shares	Sole	2025-04-30
2024-06-30	$2,146,270	8,348	+4.3%	Shares	Sole	2024-08-06
2024-03-31	$2,410,644	8,004	0.0%	Shares	Sole	2024-06-26
2023-12-31	$2,106,172	8,004	-92.5%	Shares	Sole	2024-06-26
2023-09-30	$13,500,593	107,299	+2059.8%	Shares	Sole	2023-11-16
2023-06-30	$1,005,787	4,968	+4.5%	Shares	Sole	2023-08-09
2023-03-31	$720,533	4,753	+269.9%	Shares	Sole	2023-05-12
2022-12-31	$152,904	1,285	+10.8%	Shares	Sole	2023-02-15
2022-09-30	$166,854	1,160	-66.0%	Shares	Sole	2022-11-03
2022-06-30	$563,352	3,414	+209.5%	Shares	Sole	2022-08-05
2022-03-31	$234,141	1,103	-72.3%	Shares	Sole	2022-05-13
2021-12-31	$794,257	3,984	+63.8%	Shares	Sole	2022-02-11
2021-09-30	$659,516	2,432	-53.7%	Shares	Sole	2021-11-12
2021-06-30	$1,282,661	5,251	+11.3%	Shares	Sole	2021-08-11
2021-03-31	$999,178	4,716	+83.5%	Shares	Sole	2021-05-17
2020-12-31	$571,811	2,570	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.