Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$253,632
-$70,987 QoQ
Shares Held
1,619
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,932
of 2,451 holders
Holding Since
Dec 2021
18 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, 2026Berger Financial Group, Inc holds $21,271,116 across 7 Software - Application names. CRM ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
44,935 | $11,699,276 | |
| 2 | ADSK |
Autodesk, Inc.
|
22,828 | $4,438,219 | |
| 3 | ADBE |
Adobe Inc.
|
16,154 | $3,311,893 | |
| 4 | INTU |
Intuit Inc.
|
2,634 | $687,474 | |
| 5 | FICO |
Fair Isaac Corp
|
556 | $664,297 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,619 | $253,632 | |
| 7 | SNOW |
Snowflake Inc.
|
850 | $216,325 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,632 | 1,619 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $324,619 | 1,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $521,077 | 1,967 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $473,289 | 1,997 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $583,829 | 2,141 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $609,982 | 2,273 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $750,570 | 2,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $620,500 | 2,267 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $553,022 | 2,151 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $512,608 | 1,702 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $462,600 | 1,758 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $374,534 | 1,847 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $385,972 | 1,827 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $392,967 | 1,967 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $215,328 | 1,497 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $253,996 | 1,539 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $305,953 | 1,441 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $241,169 | 949 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||