MJT & Associates Financial Advisory Group, Inc.
Position in CRM — Salesforce, Inc.
CIK 2065777
MONTEVICEO, MN
Position in CRM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,206
-$1,380 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,369
of 2,457 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $55,925 across 11 Software - Application names. CRM ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
38 | $9,671 | |
| 2 | DT |
Dynatrace, Inc.
|
166 | $7,289 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
46 | $7,206 | |
| 4 | SHOP |
Shopify Inc.
|
63 | $7,193 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
1,000 | $6,470 | |
| 6 | UBER |
Uber Technologies, Inc
|
83 | $5,989 | |
| 7 | ZM |
Zoom Communications, Inc.
|
43 | $3,711 | |
| 8 | WDAY |
Workday, Inc.
|
25 | $3,060 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,206 | 46 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,586 | 46 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $12,185 | 46 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,902 | 46 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,543 | 46 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,344 | 46 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||