Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$387,263
-$73,438 QoQ
Shares Held
2,472
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,698
of 2,457 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $1,087,868 across 17 Software - Application names. CRM ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,266 | $507,470 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,472 | $387,263 | |
| 3 | UBER |
Uber Technologies, Inc
|
945 | $68,191 | |
| 4 | FROG |
JFrog Ltd
|
603 | $54,800 | |
| 5 | ADBE |
Adobe Inc.
|
89 | $18,246 | |
| 6 | NOW |
ServiceNow, Inc.
|
120 | $11,913 | |
| 7 | SHOP |
Shopify Inc.
|
74 | $8,449 | |
| 8 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
1,172 | $6,047 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,263 | 2,472 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $460,701 | 2,468 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $653,797 | 2,468 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $564,771 | 2,383 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $661,818 | 2,427 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $651,309 | 2,427 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $823,454 | 2,463 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||