Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$32,428
-$17,226 QoQ
Shares Held
207
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,245
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, 2026Ares Financial Consulting, LLC holds $559,892 across 30 Software - Application names. CRM ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
1,570 | $154,378 | |
| 2 | AGYS |
Agilysys Inc
|
720 | $75,240 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175 | $39,191 | |
| 4 | IDCC |
InterDigital, Inc.
|
130 | $36,806 | |
| 5 | ADBE |
Adobe Inc.
|
173 | $35,468 | |
| 6 | MANH |
Manhattan Associates Inc
|
243 | $33,837 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
207 | $32,428 | |
| 8 | SAP |
Sap SE
|
177 | $27,277 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,428 | 207 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $49,654 | 266 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $66,757 | 252 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||