Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,819
-$1,949 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,403
of 2,457 holders
Holding Since
Dec 2025
2 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, 2026Sunrise Financial Services, LLC holds $41,854 across 9 Software - Application names. CRM ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
58 | $11,891 | |
| 2 | INTU |
Intuit Inc.
|
32 | $8,352 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34 | $7,614 | |
| 4 | NOW |
ServiceNow, Inc.
|
45 | $4,467 | |
| 5 | PAYX |
Paychex Inc
|
35 | $3,441 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
18 | $2,819 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
31 | $1,923 | |
| 8 | ADSK |
Autodesk, Inc.
|
5 | $972 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,819 | 18 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $4,768 | 18 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||