Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$213,997
-$17,473 QoQ
Shares Held
1,366
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,029
of 2,451 holders
Holding Since
Sep 2024
8 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, 2026Granite Harbor Advisors, Inc. holds $472,527 across 2 Software - Application names. CRM ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,261 | $258,530 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,366 | $213,997 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,997 | 1,366 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $231,470 | 1,240 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $289,811 | 1,094 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $271,128 | 1,144 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $314,411 | 1,153 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,484 | 1,034 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $248,407 | 743 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $202,819 | 741 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||