ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in CRM — Salesforce, Inc.
CIK 771572
ROCHESTER, NY
Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,108,212
-$193,251 QoQ
Shares Held
7,074
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,163
of 2,451 holders
Holding Since
Jun 2024
9 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, 2026ASHTON THOMAS SECURITIES, LLC holds $3,632,938 across 7 Software - Application names. CRM ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
7,074 | $1,108,212 | |
| 2 | ADSK |
Autodesk, Inc.
|
4,235 | $823,368 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,378 | $517,190 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,734 | $388,329 | |
| 5 | PAYX |
Paychex Inc
|
3,806 | $374,243 | |
| 6 | WDAY |
Workday, Inc.
|
1,738 | $212,765 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,894 | $208,831 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,212 | 7,074 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,301,463 | 6,972 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,370,644 | 5,174 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,246,620 | 5,260 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,505,521 | 5,521 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,383,127 | 5,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,227,975 | 6,664 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,699,739 | 6,210 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,438,474 | 5,595 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||