Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$700,896
+$416,411 QoQ
Shares Held
4,474
+193.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,396
of 2,465 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, 2026NFSG Corp holds $29,747,089 across 30 Software - Application names. CRM ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
43,720 | $11,126,740 | |
| 2 | NOW |
ServiceNow, Inc.
|
55,807 | $5,540,518 | |
| 3 | UBER |
Uber Technologies, Inc
|
76,193 | $5,498,086 | |
| 4 | SHOP |
Shopify Inc.
|
22,949 | $2,620,316 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
5,416 | $2,032,733 | |
| 6 | MSTR |
Strategy Inc
|
10,955 | $952,318 | |
| 7 | DDOG |
Datadog, Inc.
|
3,250 | $846,170 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
4,474 | $700,896 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,896 | 4,474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,485 | 1,524 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,037,828 | 22,792 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,687,623 | 19,779 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,996,180 | 21,989 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,416,041 | 20,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,222,568 | 15,621 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,980,290 | 14,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,327,902 | 12,944 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $1,530,295 | 5,081 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $973,881 | 3,701 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $599,823 | 2,958 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $579,486 | 2,743 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $478,073 | 2,393 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $311,188 | 2,347 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $319,612 | 2,222 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $268,190 | 1,625 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $380,689 | 1,793 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $487,167 | 1,917 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $439,376 | 1,620 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $395,228 | 1,618 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $353,187 | 1,667 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $532,291 | 2,392 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $760,996 | 3,028 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||