Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$131,281
-$168,511 QoQ
Shares Held
838
-47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,105
of 2,451 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $2,962,598 across 34 Software - Application names. CRM ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
3,509 | $913,603 | |
| 2 | SHOP |
Shopify Inc.
|
7,536 | $860,460 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,528 | $566,145 | |
| 4 | PAYX |
Paychex Inc
|
1,631 | $160,376 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
838 | $131,281 | |
| 6 | UBER |
Uber Technologies, Inc
|
1,436 | $103,621 | |
| 7 | TYL |
Tyler Technologies Inc
|
200 | $58,492 | |
| 8 | NOW |
ServiceNow, Inc.
|
442 | $43,881 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,281 | 838 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $299,792 | 1,606 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $461,738 | 1,743 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $332,037 | 1,401 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $380,675 | 1,396 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $373,020 | 1,390 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $422,258 | 1,263 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $332,010 | 1,213 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $225,733 | 878 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $265,038 | 880 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $230,247 | 875 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $177,635 | 876 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $185,063 | 876 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $196,583 | 984 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $100,370 | 757 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $110,037 | 765 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $126,255 | 765 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $162,424 | 765 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $194,409 | 765 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $207,483 | 765 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $186,866 | 765 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $162,080 | 765 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $170,235 | 765 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $192,259 | 765 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||