Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$228,096
-$58,255 QoQ
Shares Held
1,456
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,993
of 2,451 holders
Holding Since
Dec 2024
3 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, 2026Bill Few Associates, Inc. holds $3,288,148 across 2 Software - Application names. CRM ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,664 | $3,060,052 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,456 | $228,096 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,096 | 1,456 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $286,351 | 1,534 | Shares | Sole | 2026-04-08 | |
| 2024-12-31 | $208,621 | 624 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||