Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,911
-$184,100 QoQ
Shares Held
2,757
-16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,643
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026Prosperity Consulting Group, LLC holds $10,811,449 across 13 Software - Application names. CRM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
17,432 | $2,686,445 | |
| 2 | ADP |
Automatic Data Processing Inc
|
10,947 | $2,451,580 | |
| 3 | PAYX |
Paychex Inc
|
9,884 | $971,893 | |
| 4 | SHOP |
Shopify Inc.
|
7,797 | $890,261 | |
| 5 | YMM |
Full Truck Alliance Co. Ltd.
|
96,395 | $782,727 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,177 | $734,372 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,220 | $518,241 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
2,757 | $431,911 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,911 | 2,757 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $616,011 | 3,300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,409,321 | 5,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,078,350 | 4,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,169,022 | 4,287 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,458,268 | 5,434 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,773,286 | 5,304 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,363,075 | 4,980 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $575,389 | 2,238 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $602,058 | 1,999 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||