Position in CRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$476,873
-$65,776 QoQ
Shares Held
3,044
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,595
of 2,451 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prosperitas Financial LLC holds $702,614 across 2 Software - Application names. CRM ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,044 | $476,873 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,008 | $225,741 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,873 | 3,044 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $542,649 | 2,907 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||