Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$30,705
-$45,493 QoQ
Shares Held
196
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,251
of 2,451 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $1,794,626 across 20 Software - Application names. CRM ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,197 | $939,918 | |
| 2 | UBER |
Uber Technologies, Inc
|
6,030 | $435,124 | |
| 3 | INTU |
Intuit Inc.
|
465 | $121,365 | |
| 4 | SHOP |
Shopify Inc.
|
720 | $82,209 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
7,674 | $49,650 | |
| 6 | FICO |
Fair Isaac Corp
|
30 | $35,843 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
196 | $30,705 | |
| 8 | SNOW |
Snowflake Inc.
|
104 | $26,468 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,705 | 196 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $76,198 | 253 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||