Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,135
-$3,092 QoQ
Shares Held
103
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,310
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Birchwood Financial Partners, Inc. holds $76,232 across 8 Software - Application names. CRM ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
103 | $16,135 | |
| 2 | TYL |
Tyler Technologies Inc
|
47 | $13,745 | |
| 3 | INTU |
Intuit Inc.
|
50 | $13,050 | |
| 4 | NOW |
ServiceNow, Inc.
|
126 | $12,509 | |
| 5 | FICO |
Fair Isaac Corp
|
7 | $8,363 | |
| 6 | SAP |
Sap SE
|
37 | $5,702 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
36 | $4,429 | |
| 8 | PCTY |
Paylocity Holding Corp
|
22 | $2,299 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,135 | 103 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,227 | 103 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $27,550 | 104 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||