Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$686,014
-$518,007 QoQ
Shares Held
4,379
-32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,407
of 2,451 holders
Holding Since
Jun 2021
20 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, 2026Everhart Financial Group, Inc. holds $9,639,486 across 16 Software - Application names. CRM ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,083 | $2,283,071 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,317 | $1,033,114 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,504 | $943,557 | |
| 4 | SHOP |
Shopify Inc.
|
7,313 | $834,998 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,379 | $686,014 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,578 | $577,343 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,601 | $569,732 | |
| 8 | SNOW |
Snowflake Inc.
|
2,173 | $553,028 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,014 | 4,379 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,204,021 | 6,450 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,338,060 | 5,051 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,176,705 | 4,965 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,480,434 | 5,429 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,640,753 | 6,114 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,922,731 | 5,751 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,392,089 | 5,086 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,123,784 | 4,371 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,317,361 | 4,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,002,037 | 3,808 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $730,008 | 3,600 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $715,748 | 3,388 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $592,747 | 2,967 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $222,952 | 1,550 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $619,560 | 3,754 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $244,592 | 1,152 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $462,008 | 1,818 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $443,987 | 1,637 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $340,023 | 1,392 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||