Global Retirement Partners, LLC
PensionPosition in CRM — Salesforce, Inc.
CIK 1749744
San Rafael, CA
Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,810,950
-$3,866,901 QoQ
Shares Held
17,943
-28.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#820
of 2,414 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $39,953,345 across 105 Software - Application names. CRM ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,810,950 | 17,943 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $6,677,851 | 25,208 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,643,304 | 19,592 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,488,204 | 16,459 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,137,314 | 15,366 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,838,782 | 14,025 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,606,855 | 14,029 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,648,576 | 8,794 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,025,914 | 7,699 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,450,079 | 7,151 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,476,707 | 6,990 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,332,732 | 6,671 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $686,816 | 5,180 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $857,574 | 5,962 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $360,612 | 2,185 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $441,837 | 2,081 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $666,929 | 2,459 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $596,995 | 2,444 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,724,860 | 12,861 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $725,447 | 3,260 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $669,265 | 2,663 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $626,993 | 3,347 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $579,087 | 4,022 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||