HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in CRM — Salesforce, Inc.
CIK 2026645
NEW LONDON, NH
Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,036
-$390 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,406
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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $157,719 across 7 Software - Application names. CRM ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
235 | $52,628 | |
| 2 | UBER |
Uber Technologies, Inc
|
547 | $39,471 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
66 | $24,771 | |
| 4 | SAP |
Sap SE
|
152 | $23,424 | |
| 5 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 6 | NOW |
ServiceNow, Inc.
|
40 | $3,971 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
13 | $2,036 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036 | 13 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,426 | 13 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,443 | 13 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,081 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,544 | 13 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,488 | 13 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,050 | 51 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||