Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,801
-$6,093 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,247
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Align Financial, LLC holds $206,651 across 9 Software - Application names. CRM ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYC |
Paycom Software, Inc.
|
1,020 | $128,193 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
203 | $31,801 | |
| 3 | PAYX |
Paychex Inc
|
227 | $22,320 | |
| 4 | ADP |
Automatic Data Processing Inc
|
34 | $7,614 | |
| 5 | ADSK |
Autodesk, Inc.
|
34 | $6,610 | |
| 6 | NOW |
ServiceNow, Inc.
|
45 | $4,467 | |
| 7 | ADBE |
Adobe Inc.
|
15 | $3,075 | |
| 8 | SNOW |
Snowflake Inc.
|
6 | $1,527 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,801 | 203 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $37,894 | 203 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $53,776 | 203 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||