Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$892,805
-$75,825 QoQ
Shares Held
5,699
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,277
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026Stiles Financial Services Inc holds $6,102,345 across 8 Software - Application names. CRM ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
7,500 | $1,537,650 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
3,032 | $1,137,970 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,699 | $892,805 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,449 | $772,403 | |
| 5 | INTU |
Intuit Inc.
|
2,614 | $682,254 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,941 | $490,542 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,462 | $321,977 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,372 | $266,744 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,805 | 5,699 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $968,630 | 5,189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $978,312 | 3,693 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $687,300 | 2,900 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $213,243 | 782 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $223,543 | 833 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $278,496 | 833 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $260,571 | 952 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $259,413 | 1,009 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $555,978 | 1,846 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $523,911 | 1,991 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $471,666 | 2,326 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $681,524 | 3,226 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $646,488 | 3,236 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $474,141 | 3,576 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $547,455 | 3,806 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $633,918 | 3,841 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $767,749 | 3,616 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $920,204 | 3,621 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||