Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,752
-$1,295,004 QoQ
Shares Held
158
-97.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,272
of 2,457 holders
Holding Since
Mar 2025
6 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $897,461 across 17 Software - Application names. CRM ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
3,467 | $395,862 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,790 | $177,711 | |
| 3 | WDAY |
Workday, Inc.
|
1,262 | $154,494 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
113 | $42,411 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
158 | $24,752 | |
| 6 | PAYX |
Paychex Inc
|
248 | $24,385 | |
| 7 | UBER |
Uber Technologies, Inc
|
317 | $22,874 | |
| 8 | ADP |
Automatic Data Processing Inc
|
98 | $21,947 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,752 | 158 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,319,756 | 7,070 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,872,383 | 7,068 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,572,258 | 6,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,238,466 | 11,876 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,247,156 | 12,100 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||