Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$127,364
-$24,398 QoQ
Shares Held
813
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,109
of 2,451 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $449,332 across 11 Software - Application names. CRM ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
813 | $127,364 | |
| 2 | PAYX |
Paychex Inc
|
1,227 | $120,650 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $39,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
167 | $37,399 | |
| 5 | SNOW |
Snowflake Inc.
|
135 | $34,357 | |
| 6 | ADBE |
Adobe Inc.
|
162 | $33,213 | |
| 7 | NOW |
ServiceNow, Inc.
|
290 | $28,791 | |
| 8 | SAP |
Sap SE
|
143 | $22,037 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,364 | 813 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $151,762 | 813 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,187 | 918 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $177,513 | 749 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $204,244 | 749 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $178,996 | 667 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $223,666 | 669 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $260,298 | 951 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $228,047 | 887 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $280,699 | 932 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $81,573 | 310 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $49,883 | 246 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $46,265 | 219 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $43,751 | 219 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $38,583 | 291 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $41,857 | 291 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $713,467 | 4,323 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $918,496 | 4,326 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $979,522 | 4,010 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,842,845 | 8,698 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,529,671 | 6,874 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||