Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$697,606
-$133,635 QoQ
Shares Held
4,453
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,392
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026bLong Financial, LLC holds $990,281 across 2 Software - Application names. CRM ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,453 | $697,606 | |
| 2 | SNOW |
Snowflake Inc.
|
1,150 | $292,675 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,606 | 4,453 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $831,241 | 4,453 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,192,889 | 4,503 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,145,421 | 4,833 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,337,271 | 4,904 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,294,568 | 4,824 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,612,807 | 4,824 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||