Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$549,719
+$47,391 QoQ
Shares Held
3,509
+30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#1,517
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Unify Financial Advisors holds $1,251,763 across 2 Software - Application names. CRM ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,729 | $702,044 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,509 | $549,719 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,719 | 3,509 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $502,328 | 2,691 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $688,501 | 2,599 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||