Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$823,404
-$56,931 QoQ
Shares Held
5,256
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,316
of 2,457 holders
Holding Since
Jun 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $3,851,055 across 9 Software - Application names. CRM ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
3,404 | $888,444 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,256 | $823,404 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,584 | $752,939 | |
| 4 | ROP |
Roper Technologies Inc
|
859 | $290,677 | |
| 5 | DDOG |
Datadog, Inc.
|
884 | $230,158 | |
| 6 | PAYX |
Paychex Inc
|
2,312 | $227,338 | |
| 7 | ADBE |
Adobe Inc.
|
1,068 | $218,961 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,001 | $216,552 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,404 | 5,256 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $880,335 | 4,716 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,170,972 | 11,970 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,094,412 | 17,276 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,014,723 | 22,057 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,032,649 | 3,848 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,275,058 | 15,778 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,078,279 | 14,900 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,639,507 | 14,156 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,172,931 | 10,535 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,130,050 | 11,895 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,977,824 | 14,685 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,134,887 | 14,839 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,020,673 | 15,120 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,060,183 | 15,538 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,438,088 | 16,950 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,794,292 | 16,931 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,388,387 | 11,249 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $922,237 | 3,629 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $437,749 | 1,614 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $636,567 | 2,606 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $816,758 | 3,855 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,026,530 | 4,613 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,105,808 | 4,400 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $700,801 | 3,741 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||