Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$469
-$91 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,435
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, 2026Meramec Financial Planners, LLC holds $245,537 across 9 Software - Application names. CRM ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
690 | $154,525 | |
| 2 | NOW |
ServiceNow, Inc.
|
460 | $45,668 | |
| 3 | ROP |
Roper Technologies Inc
|
72 | $24,364 | |
| 4 | INTU |
Intuit Inc.
|
38 | $9,918 | |
| 5 | ADBE |
Adobe Inc.
|
21 | $4,305 | |
| 6 | TYL |
Tyler Technologies Inc
|
12 | $3,509 | |
| 7 | UBER |
Uber Technologies, Inc
|
36 | $2,597 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
3 | $469 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 3 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $560 | 3 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $794 | 3 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||