Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$821,681
-$691,652 QoQ
Shares Held
5,245
-35.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,318
of 2,457 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $5,736,289 across 11 Software - Application names. CRM ranks #1 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
5,245 | $821,681 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,422 | $752,051 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,885 | $683,542 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,646 | $617,776 | |
| 6 | PAYX |
Paychex Inc
|
5,938 | $583,883 | |
| 7 | DDOG |
Datadog, Inc.
|
1,774 | $461,878 | |
| 8 | WDAY |
Workday, Inc.
|
2,735 | $334,818 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,681 | 5,245 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,513,333 | 8,107 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,587,075 | 5,991 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,304,922 | 5,506 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,510,157 | 5,538 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,426,333 | 5,315 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,744,868 | 5,219 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,371,013 | 5,009 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,253,619 | 4,876 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,456,807 | 4,837 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,187,024 | 4,511 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $875,401 | 4,317 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $723,776 | 3,426 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $598,341 | 2,995 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $327,232 | 2,468 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||