Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,679
New position
Shares Held
132
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,256
of 2,414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Downshift Financial, LLC holds $143,626 across 17 Software - Application names. CRM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
309 | $35,281 | |
| 2 | NOW |
ServiceNow, Inc.
|
344 | $34,152 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
132 | $20,679 | |
| 4 | UBER |
Uber Technologies, Inc
|
142 | $10,246 | |
| 5 | QNT |
Quantinuum Inc.
|
100 | $8,174 | |
| 6 | ADP |
Automatic Data Processing Inc
|
30 | $6,718 | |
| 7 | ADSK |
Autodesk, Inc.
|
27 | $5,249 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
810 | $5,240 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,679 | 132 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||