Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,595
-$4,712 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,267
of 2,447 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PlanVest Financial, Inc holds $440,412 across 14 Software - Application names. CRM ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
1,240 | $121,929 | |
| 2 | MSTR |
Strategy Inc
|
965 | $83,887 | |
| 3 | ADBE |
Adobe Inc.
|
296 | $60,685 | |
| 4 | SHOP |
Shopify Inc.
|
446 | $50,924 | |
| 5 | NOW |
ServiceNow, Inc.
|
324 | $32,166 | |
| 6 | ADP |
Automatic Data Processing Inc
|
127 | $28,441 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
157 | $24,595 | |
| 8 | INTU |
Intuit Inc.
|
56 | $14,616 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,595 | 157 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,307 | 157 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||