Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,159
-$12,974 QoQ
Shares Held
84
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,331
of 2,451 holders
Holding Since
Dec 2023
5 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, 2026Kingdom Financial Group LLC. holds $483,047 across 20 Software - Application names. CRM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
722 | $269,009 | |
| 2 | APPS |
Digital Turbine, Inc.
|
6,977 | $90,003 | |
| 3 | ADBE |
Adobe Inc.
|
176 | $36,083 | |
| 4 | ADP |
Automatic Data Processing Inc
|
85 | $19,035 | |
| 5 | PAYX |
Paychex Inc
|
140 | $13,766 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
84 | $13,159 | |
| 7 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 8 | ADSK |
Autodesk, Inc.
|
47 | $9,137 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,159 | 84 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,133 | 140 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,914 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $205,242 | 866 | Shares | Sole | 2025-10-30 | |
| 2023-12-31 | $277,086 | 1,053 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||