Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$234,990
-$139,843 QoQ
Shares Held
1,500
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,973
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026VICTORY FINANCIAL GROUP, LLC holds $2,976,179 across 8 Software - Application names. CRM ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,390 | $749,742 | |
| 2 | INTU |
Intuit Inc.
|
2,050 | $535,050 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,101 | $413,227 | |
| 4 | SNOW |
Snowflake Inc.
|
1,164 | $296,238 | |
| 5 | SHOP |
Shopify Inc.
|
2,524 | $288,190 | |
| 6 | NOW |
ServiceNow, Inc.
|
2,533 | $251,476 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,500 | $234,990 | |
| 8 | FSLY |
Fastly, Inc.
|
11,289 | $207,266 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,990 | 1,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $374,833 | 2,008 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $592,868 | 2,238 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $542,019 | 2,287 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $553,560 | 2,030 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $491,367 | 1,831 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $453,351 | 1,356 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||