Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$400,422
-$55,612 QoQ
Shares Held
2,556
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,674
of 2,443 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, 2026AMERIFLEX GROUP, INC. holds $1,923,254 across 32 Software - Application names. CRM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
3,347 | $947,636 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,556 | $400,422 | |
| 3 | SNOW |
Snowflake Inc.
|
404 | $102,818 | |
| 4 | NOW |
ServiceNow, Inc.
|
932 | $92,528 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
243 | $91,202 | |
| 6 | ADP |
Automatic Data Processing Inc
|
227 | $50,836 | |
| 7 | SHOP |
Shopify Inc.
|
363 | $41,447 | |
| 8 | UBER |
Uber Technologies, Inc
|
554 | $39,976 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,422 | 2,556 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $456,034 | 2,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $552,602 | 2,086 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $558,372 | 2,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $297,504 | 1,091 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $483,853 | 1,803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,055 | 1,059 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||