Ritter Daniher Financial Advisory LLC / DE
Position in CRM — Salesforce, Inc.
CIK 1936603
CINCINNATI, OH
Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$143,500
-$99,731 QoQ
Shares Held
916
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,101
of 2,457 holders
Holding Since
Dec 2022
13 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $419,744 across 6 Software - Application names. CRM ranks #2 (34.2% of the industry book) .
All Filings in CRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,500 | 916 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $243,231 | 1,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $361,867 | 1,366 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $332,037 | 1,401 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $3,008 | 9 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,737 | 10 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,571 | 10 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,915 | 13 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,420 | 13 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,636 | 13 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,746 | 13 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,597 | 13 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,723 | 13 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||