Position in CRM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$623,665
-$3,359 QoQ
Shares Held
3,949
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#365
of 743 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, 2026Roxbury Financial LLC holds $2,037,181 across 12 Software - Application names. CRM ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,589 | $803,756 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,949 | $623,665 | |
| 3 | ROP |
Roper Technologies Inc
|
748 | $253,115 | |
| 4 | DDOG |
Datadog, Inc.
|
590 | $153,612 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,071 | $80,860 | |
| 6 | PTRN |
Pattern Group Inc.
|
2,999 | $75,544 | |
| 7 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 8 | NOW |
ServiceNow, Inc.
|
100 | $9,928 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,665 | 3,949 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $627,024 | 3,359 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $843,208 | 3,183 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $757,452 | 3,196 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $839,067 | 3,077 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $839,161 | 3,127 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,065,844 | 3,188 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||