Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,639
-$3,881 QoQ
Shares Held
36
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,372
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $333,589 across 27 Software - Application names. CRM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
583 | $130,562 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,280 | $127,078 | |
| 3 | MSTR |
Strategy Inc
|
348 | $30,251 | |
| 4 | SHOP |
Shopify Inc.
|
75 | $8,563 | |
| 5 | PAYX |
Paychex Inc
|
83 | $8,161 | |
| 6 | QTWO |
Q2 Holdings, Inc.
|
162 | $7,791 | |
| 7 | UBER |
Uber Technologies, Inc
|
82 | $5,917 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
36 | $5,639 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,639 | 36 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,520 | 51 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,510 | 51 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||