Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$524,184
-$95,373 QoQ
Shares Held
3,346
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,546
of 2,457 holders
Holding Since
Jun 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, 2026Crumly & Associates Inc. holds $979,123 across 2 Software - Application names. CRM ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,346 | $524,184 | |
| 2 | ADBE |
Adobe Inc.
|
2,219 | $454,939 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,184 | 3,346 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $619,557 | 3,319 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $684,792 | 2,585 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $671,658 | 2,834 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $596,918 | 2,189 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $597,906 | 2,228 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $727,836 | 2,177 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $614,205 | 2,244 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $574,361 | 2,234 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $661,692 | 2,197 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $580,486 | 2,206 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $313,700 | 1,547 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $297,454 | 1,408 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $367,798 | 2,557 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $412,930 | 2,502 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $466,467 | 2,197 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $526,811 | 2,073 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $659,878 | 2,433 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $630,460 | 2,581 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $542,810 | 2,562 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $373,627 | 1,679 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $274,944 | 1,094 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $227,418 | 1,214 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||