Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,626,052
-$294,764 QoQ
Shares Held
23,146
+10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#749
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. CRM ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,626,052 | 23,146 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,920,816 | 21,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,231,177 | 19,747 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,693,785 | 19,805 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,937,325 | 18,106 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,726,893 | 17,614 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $5,959,766 | 17,826 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,700,148 | 17,172 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $4,510,305 | 17,543 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $5,536,893 | 18,384 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $4,883,352 | 18,558 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $4,362,811 | 21,515 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $4,423,573 | 20,939 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $4,489,456 | 22,472 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,135,753 | 23,650 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $3,753,217 | 26,093 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $4,656,273 | 28,213 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $6,004,621 | 28,281 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $6,733,936 | 26,498 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $6,962,759 | 25,672 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $6,660,510 | 27,267 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $5,612,860 | 26,492 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $5,502,499 | 24,727 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $5,236,754 | 20,837 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $4,280,115 | 22,848 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $3,104,352 | 21,561 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||