Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,141,424
+$257,729 QoQ
Shares Held
7,286
+53.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,156
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. CRM ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
32,094 | $2,315,903 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
7,286 | $1,141,424 | |
| 3 | ADBE |
Adobe Inc.
|
3,056 | $626,541 | |
| 4 | SHOP |
Shopify Inc.
|
4,005 | $457,290 | |
| 5 | ROP |
Roper Technologies Inc
|
971 | $328,576 | |
| 6 | IDCC |
InterDigital, Inc.
|
507 | $143,546 | |
| 7 | ADP |
Automatic Data Processing Inc
|
589 | $131,906 | |
| 8 | PAYX |
Paychex Inc
|
1,338 | $131,565 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,424 | 7,286 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $883,695 | 4,734 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,217,261 | 4,595 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,019,574 | 4,302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $594,464 | 2,180 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $526,253 | 1,961 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $477,757 | 1,429 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,131 | 1,429 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $363,539 | 1,414 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $425,868 | 1,414 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $371,290 | 1,411 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $278,619 | 1,374 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $290,271 | 1,374 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $262,311 | 1,313 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $170,643 | 1,287 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $672,308 | 4,674 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $694,818 | 4,210 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $746,941 | 3,518 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $712,834 | 2,805 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $992,393 | 3,659 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $831,495 | 3,404 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $712,730 | 3,364 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $724,112 | 3,254 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $378,990 | 1,508 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $165,037 | 881 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,638 | 60 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||