Position in CRM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$377,073
-$37,511 QoQ
Shares Held
2,020
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $740,488 across 2 Software - Application names. CRM ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,020 | $377,073 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,476 | $363,415 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,073 | 2,020 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $414,584 | 1,565 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||