Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,689
-$45,729 QoQ
Shares Held
1,530
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,961
of 2,451 holders
Holding Since
Mar 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $479,539 across 2 Software - Application names. CRM ranks #2 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,071 | $239,850 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,530 | $239,689 |
All Filings in CRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,689 | 1,530 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $285,418 | 1,529 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $349,941 | 1,304 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||