Position in CRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$151,803
-$28,520 QoQ
Shares Held
969
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,093
of 2,451 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kozak & Associates, Inc. holds $1,547,976 across 16 Software - Application names. CRM ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
4,785 | $475,054 | |
| 2 | WDAY |
Workday, Inc.
|
2,416 | $295,766 | |
| 3 | SHOP |
Shopify Inc.
|
1,659 | $189,424 | |
| 4 | ROP |
Roper Technologies Inc
|
509 | $172,240 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
969 | $151,803 | |
| 6 | ADBE |
Adobe Inc.
|
385 | $78,932 | |
| 7 | ADSK |
Autodesk, Inc.
|
191 | $37,134 | |
| 8 | UBER |
Uber Technologies, Inc
|
477 | $34,420 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,803 | 969 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $180,323 | 966 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $256,167 | 967 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $596,055 | 2,515 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $701,904 | 2,574 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $689,953 | 2,571 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $845,854 | 2,530 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $689,749 | 2,520 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $646,606 | 2,515 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $757,467 | 2,515 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $661,007 | 2,512 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $508,572 | 2,508 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $512,728 | 2,427 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $484,866 | 2,427 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $155,793 | 1,175 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $166,135 | 1,155 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $117,508 | 712 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $151,171 | 712 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $180,940 | 712 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $202,330 | 746 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||