Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,972
+$94,172 QoQ
Shares Held
619
+4026.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,133
of 2,443 holders
Holding Since
Mar 2026
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, 2026Silver Grove Financial Group, Inc. holds $1,275,520 across 81 Software - Application names. CRM ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,915 | $190,121 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,831 | $132,124 | |
| 3 | ADP |
Automatic Data Processing Inc
|
487 | $109,063 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
270 | $101,336 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
619 | $96,972 | |
| 6 | INTU |
Intuit Inc.
|
251 | $65,511 | |
| 7 | ADBE |
Adobe Inc.
|
309 | $63,351 | |
| 8 | SNOW |
Snowflake Inc.
|
201 | $51,154 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,972 | 619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,800 | 15 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||