Position in CRM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$32,115
-$10,819 QoQ
Shares Held
205
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,246
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026Leo H. Evart, Inc. holds $71,284 across 7 Software - Application names. CRM ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
205 | $32,115 | |
| 2 | ADP |
Automatic Data Processing Inc
|
121 | $27,097 | |
| 3 | SHOP |
Shopify Inc.
|
75 | $8,563 | |
| 4 | FIG |
Figma, Inc.
|
100 | $1,809 | |
| 5 | BILL |
BILL Holdings, Inc.
|
34 | $1,229 | |
| 6 | NATL |
NCR Atleos Corp
|
8 | $347 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
2 | $124 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,115 | 205 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $42,934 | 230 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||