Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,349
-$11,651 QoQ
Shares Held
15
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#388
of 396 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, 2026Reyes Financial Architecture, Inc. holds $452,199 across 8 Software - Application names. CRM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
652 | $126,761 | |
| 2 | DT |
Dynatrace, Inc.
|
2,739 | $120,269 | |
| 3 | DOCU |
Docusign, Inc.
|
1,749 | $77,690 | |
| 4 | IDCC |
InterDigital, Inc.
|
186 | $52,662 | |
| 5 | APPF |
Appfolio Inc
|
297 | $47,623 | |
| 6 | UBER |
Uber Technologies, Inc
|
174 | $12,555 | |
| 7 | KARO |
Karooooo Ltd.
|
249 | $12,290 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
15 | $2,349 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,349 | 15 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,000 | 75 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,020 | 102 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $19,197 | 81 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,087 | 81 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $294,122 | 1,096 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $32,430 | 97 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||