Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,109
-$1,171 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,368
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, 2026Decker Retirement Planning Inc. holds $2,782,425 across 13 Software - Application names. CRM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APPS |
Digital Turbine, Inc.
|
211,376 | $2,726,750 | |
| 2 | ADSK |
Autodesk, Inc.
|
100 | $19,442 | |
| 3 | UBER |
Uber Technologies, Inc
|
117 | $8,442 | |
| 4 | INTU |
Intuit Inc.
|
27 | $7,047 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
39 | $6,109 | |
| 6 | ADBE |
Adobe Inc.
|
26 | $5,330 | |
| 7 | PAYC |
Paycom Software, Inc.
|
29 | $3,644 | |
| 8 | SAP |
Sap SE
|
14 | $2,157 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,109 | 39 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,280 | 39 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,331 | 39 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,243 | 39 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $40,903 | 150 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,466 | 39 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $13,707 | 41 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||