Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,029,569
-$1,151,074 QoQ
Shares Held
32,105
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#643
of 2,451 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $48,999,682 across 18 Software - Application names. CRM ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
94,890 | $8,087,155 | |
| 2 | UBER |
Uber Technologies, Inc
|
104,348 | $7,529,751 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
32,105 | $5,029,569 | |
| 4 | SNOW |
Snowflake Inc.
|
16,252 | $4,136,134 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
59,089 | $3,666,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
16,342 | $3,659,790 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,878 | $3,264,127 | |
| 8 | ROP |
Roper Technologies Inc
|
9,442 | $3,195,078 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,029,569 | 32,105 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,180,643 | 33,110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,813,414 | 18,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,055,587 | 25,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,508,111 | 16,532 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,548,339 | 31,854 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,251,636 | 18,699 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,260,706 | 19,220 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,908,039 | 19,090 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,582,618 | 8,575 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,454,043 | 9,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,746,746 | 8,614 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,355,442 | 15,883 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,104,581 | 15,540 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,552,887 | 19,254 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,430,008 | 23,846 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,733,369 | 22,621 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,066,113 | 14,441 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,075,481 | 12,102 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,938,939 | 10,836 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $397,183 | 1,626 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||