Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$313,006
-$173,456 QoQ
Shares Held
1,998
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,821
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $3,518,916 across 10 Software - Application names. CRM ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
12,867 | $928,482 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,399 | $525,072 | |
| 3 | INTU |
Intuit Inc.
|
1,644 | $429,084 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
1,998 | $313,006 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,138 | $311,540 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,139 | $255,079 | |
| 7 | DDOG |
Datadog, Inc.
|
959 | $249,685 | |
| 8 | TEAM |
Atlassian Corp
|
2,798 | $217,656 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,006 | 1,998 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $486,462 | 2,606 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $857,513 | 3,237 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||