Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$454,470
+$76,090 QoQ
Shares Held
2,901
+43.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#422
of 743 holders
Holding Since
Jun 2020
24 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, 2026Focus Financial Network, Inc. holds $11,387,547 across 12 Software - Application names. CRM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
43,630 | $4,331,586 | |
| 2 | SHOP |
Shopify Inc.
|
20,865 | $2,382,365 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,451 | $772,851 | |
| 4 | AEYE |
Audioeye Inc
|
122,650 | $712,596 | |
| 5 | ADBE |
Adobe Inc.
|
2,723 | $558,269 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,743 | $533,294 | |
| 7 | SNOW |
Snowflake Inc.
|
2,041 | $519,434 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
2,901 | $454,470 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,470 | 2,901 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $378,380 | 2,027 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $850,626 | 3,211 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $972,174 | 4,102 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $911,057 | 3,341 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $807,763 | 3,010 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,082,560 | 3,238 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,167,646 | 4,266 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,250,277 | 4,863 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,372,477 | 4,557 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $1,000,313 | 4,933 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $1,026,089 | 4,857 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $762,160 | 3,815 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $515,775 | 3,890 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $674,034 | 4,686 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $639,695 | 3,876 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $803,206 | 3,783 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $541,296 | 2,130 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $553,560 | 2,041 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $486,341 | 1,991 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $416,960 | 1,968 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $677,826 | 3,046 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $408,143 | 1,624 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $261,887 | 1,398 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||