Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,571,388
+$417,441 QoQ
Shares Held
8,418
+93.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $14,008,320 across 69 Software - Application names. CRM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
28,321 | $2,037,129 | |
| 2 | ADBE |
Adobe Inc.
|
7,741 | $1,881,682 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
8,418 | $1,571,388 | |
| 4 | SHOP |
Shopify Inc.
|
11,218 | $1,330,679 | |
| 5 | INTU |
Intuit Inc.
|
2,563 | $1,108,189 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,105 | $834,053 | |
| 7 | PAYX |
Paychex Inc
|
8,538 | $786,520 | |
| 8 | SNOW |
Snowflake Inc.
|
4,709 | $710,211 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,571,388 | 8,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,153,947 | 4,356 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $699,150 | 2,950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $851,065 | 3,121 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $814,204 | 3,034 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,139,062 | 3,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $850,416 | 3,107 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $809,093 | 3,147 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $951,126 | 3,158 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $807,576 | 3,069 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $390,757 | 1,927 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $294,073 | 1,392 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,566,874 | 7,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $986,734 | 7,442 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $969,193 | 6,738 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,112,039 | 6,738 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,216,520 | 4,787 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,091,106 | 7,710 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,532,102 | 10,366 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,774,834 | 8,377 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||