Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,692
+$1,053 QoQ
Shares Held
164
+24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,273
of 2,461 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bare Financial Services, Inc holds $383,814 across 65 Software - Application names. CRM ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
171 | $26,352 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
164 | $25,692 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
58 | $21,767 | |
| 4 | YOU |
Clear Secure, Inc.
|
353 | $19,671 | |
| 5 | ADP |
Automatic Data Processing Inc
|
75 | $16,795 | |
| 6 | NOW |
ServiceNow, Inc.
|
166 | $16,479 | |
| 7 | UBER |
Uber Technologies, Inc
|
228 | $16,451 | |
| 8 | IDCC |
InterDigital, Inc.
|
58 | $16,420 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,692 | 164 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,639 | 132 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,920 | 45 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,983 | 59 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,452 | 53 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,146 | 8 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||