Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$398,386
+$122,488 QoQ
Shares Held
2,543
+72.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,680
of 2,451 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $3,696,347 across 8 Software - Application names. CRM ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
4,236 | $1,105,596 | |
| 2 | SHOP |
Shopify Inc.
|
7,289 | $832,258 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,543 | $398,386 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,920 | $389,177 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
930 | $349,047 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,114 | $296,866 | |
| 7 | U |
Unity Software Inc.
|
7,388 | $211,149 | |
| 8 | RSKD |
Riskified Ltd.
|
22,593 | $113,868 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,386 | 2,543 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $275,898 | 1,478 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $558,165 | 2,107 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,023,840 | 4,320 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $839,067 | 3,077 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $537,256 | 2,002 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||