Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,378
-$4,862 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,266
of 2,451 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, 2026Graney & King, LLC holds $115,297 across 8 Software - Application names. CRM ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
561 | $40,481 | |
| 2 | SHOP |
Shopify Inc.
|
227 | $25,918 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
162 | $25,378 | |
| 4 | SNOW |
Snowflake Inc.
|
50 | $12,725 | |
| 5 | DOCU |
Docusign, Inc.
|
100 | $4,442 | |
| 6 | ZM |
Zoom Communications, Inc.
|
40 | $3,452 | |
| 7 | U |
Unity Software Inc.
|
100 | $2,858 | |
| 8 | NATL |
NCR Atleos Corp
|
1 | $43 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,378 | 162 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,240 | 162 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $42,915 | 162 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,157 | 161 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,903 | 161 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,205 | 161 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,827 | 161 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||