Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$263,502
+$10,249 QoQ
Shares Held
1,682
+75.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,910
of 2,451 holders
Holding Since
Dec 2020
14 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, 2026MONEY CONCEPTS CAPITAL CORP holds $19,720,840 across 10 Software - Application names. CRM ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
25,867 | $9,708,402 | |
| 2 | DDOG |
Datadog, Inc.
|
13,281 | $3,457,841 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,333 | $1,866,175 | |
| 4 | ADBE |
Adobe Inc.
|
7,356 | $1,508,127 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,725 | $1,362,618 | |
| 6 | INTU |
Intuit Inc.
|
3,360 | $876,960 | |
| 7 | SHOP |
Shopify Inc.
|
2,890 | $329,980 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,682 | $263,502 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,502 | 1,682 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $253,253 | 956 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $240,555 | 1,015 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $317,138 | 1,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $255,478 | 952 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $292,538 | 875 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $204,735 | 748 | Shares | Sole | 2024-10-31 | |
| 2022-12-31 | $412,487 | 3,111 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $404,334 | 2,811 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $507,332 | 3,074 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,342,499 | 6,323 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $734,689 | 2,891 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $664,424 | 3,136 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $740,357 | 3,327 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||