Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$93,056
-$19,506 QoQ
Shares Held
594
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,139
of 2,443 holders
Holding Since
Mar 2024
6 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, 2026Salomon & Ludwin, LLC holds $1,671,541 across 52 Software - Application names. CRM ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
2,150 | $155,144 | |
| 2 | PAYX |
Paychex Inc
|
1,128 | $110,916 | |
| 3 | ADP |
Automatic Data Processing Inc
|
477 | $106,824 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
594 | $93,056 | |
| 5 | PAYC |
Paycom Software, Inc.
|
658 | $82,697 | |
| 6 | ADBE |
Adobe Inc.
|
356 | $72,987 | |
| 7 | LYFT |
Lyft, Inc.
|
4,130 | $60,339 | |
| 8 | NOW |
ServiceNow, Inc.
|
604 | $59,965 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,056 | 594 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $112,562 | 603 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $137,223 | 518 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $112,812 | 476 | Shares | Sole | 2025-10-21 | |
| 2024-06-30 | $3,085 | 12 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $19,576 | 65 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||