Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$205,224
-$46,780 QoQ
Shares Held
1,310
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,056
of 2,457 holders
Holding Since
Dec 2020
23 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, 2026David J Yvars Group holds $205,224 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,310 | $205,224 |
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,224 | 1,310 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $252,004 | 1,350 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $446,373 | 1,685 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $370,905 | 1,565 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,135,208 | 4,163 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $865,461 | 3,225 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,126,692 | 3,370 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $925,139 | 3,380 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,214,897 | 16,394 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,988,143 | 16,562 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,291,813 | 16,310 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,366,148 | 16,600 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,465,720 | 16,405 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $451,502 | 2,260 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $299,653 | 2,260 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $325,078 | 2,260 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $406,823 | 2,465 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $509,568 | 2,400 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $631,513 | 2,485 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $637,367 | 2,350 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $574,034 | 2,350 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $497,894 | 2,350 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $551,874 | 2,480 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||