Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$67,677
-$31,444 QoQ
Shares Held
432
-18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,178
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Strive Financial Group ,LLC holds $1,603,213 across 23 Software - Application names. CRM ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,852 | $379,697 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,476 | $330,550 | |
| 3 | PLUS |
Eplus Inc
|
2,737 | $227,800 | |
| 4 | UBER |
Uber Technologies, Inc
|
2,758 | $199,017 | |
| 5 | ZM |
Zoom Communications, Inc.
|
1,472 | $127,048 | |
| 6 | INTU |
Intuit Inc.
|
460 | $120,060 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,048 | $104,045 | |
| 8 | CRM |
Salesforce, Inc.
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|
432 | $67,677 |
All Filings in CRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,677 | 432 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $99,121 | 531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,621 | 595 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||