Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,266
New position
Shares Held
40
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,366
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $728,598 across 13 Software - Application names. CRM ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
4,120 | $355,597 | |
| 2 | PAYX |
Paychex Inc
|
3,232 | $317,802 | |
| 3 | MSTR |
Strategy Inc
|
223 | $19,385 | |
| 4 | SHOP |
Shopify Inc.
|
97 | $11,075 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
40 | $6,266 | |
| 6 | NOW |
ServiceNow, Inc.
|
45 | $4,467 | |
| 7 | UBER |
Uber Technologies, Inc
|
58 | $4,185 | |
| 8 | INTU |
Intuit Inc.
|
15 | $3,915 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,266 | 40 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||