Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,619
+$5,566 QoQ
Shares Held
138
+60.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,284
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, 2026Cornerstone Financial Management LLC holds $364,366 across 59 Software - Application names. CRM ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
156 | $34,936 | |
| 2 | DDOG |
Datadog, Inc.
|
127 | $33,065 | |
| 3 | NOW |
ServiceNow, Inc.
|
254 | $25,217 | |
| 4 | SAP |
Sap SE
|
152 | $23,424 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
62 | $23,269 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
138 | $21,619 | |
| 7 | ADBE |
Adobe Inc.
|
96 | $19,681 | |
| 8 | SHOP |
Shopify Inc.
|
142 | $16,213 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,619 | 138 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,053 | 86 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,662 | 78 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||