Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,979
-$3,061 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,312
of 2,451 holders
Holding Since
Jun 2023
13 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, 2026Robinswood Financial LLC holds $95,556 across 8 Software - Application names. CRM ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
131 | $29,337 | |
| 2 | SAP |
Sap SE
|
116 | $17,876 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
102 | $15,979 | |
| 4 | ADBE |
Adobe Inc.
|
60 | $12,301 | |
| 5 | NOW |
ServiceNow, Inc.
|
95 | $9,431 | |
| 6 | INTU |
Intuit Inc.
|
28 | $7,308 | |
| 7 | UBER |
Uber Technologies, Inc
|
40 | $2,886 | |
| 8 | LYFT |
Lyft, Inc.
|
30 | $438 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,979 | 102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,040 | 102 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $27,020 | 102 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $24,174 | 102 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $27,814 | 102 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $27,372 | 102 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $11,701 | 35 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $9,579 | 35 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $8,998 | 35 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $903 | 3 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $789 | 3 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $608 | 3 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $633 | 3 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||