Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$456,507
+$233,064 QoQ
Shares Held
2,914
+143.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,613
of 2,451 holders
Holding Since
Mar 2023
14 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, 2026Brio Consultants, LLC holds $774,292 across 2 Software - Application names. CRM ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,914 | $456,507 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,419 | $317,785 |
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,507 | 2,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $223,443 | 1,197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $330,342 | 1,247 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $268,995 | 1,135 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $286,869 | 1,052 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $263,797 | 983 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $775,311 | 2,319 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $588,202 | 2,149 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $516,256 | 2,008 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $702,351 | 2,332 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $522,069 | 1,984 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $407,587 | 2,010 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $339,072 | 1,605 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $322,844 | 1,616 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||