Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,508,792
-$806,849 QoQ
Shares Held
9,631
-22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,059
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, 2026CENTAURUS FINANCIAL, INC. holds $38,462,183 across 18 Software - Application names. CRM ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
263,992 | $12,333,706 | |
| 2 | UBER |
Uber Technologies, Inc
|
89,362 | $6,448,361 | |
| 3 | TYL |
Tyler Technologies Inc
|
15,889 | $4,646,896 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
43,057 | $2,981,266 | |
| 5 | SNOW |
Snowflake Inc.
|
9,839 | $2,504,025 | |
| 6 | ADBE |
Adobe Inc.
|
8,953 | $1,835,544 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
9,631 | $1,508,792 | |
| 8 | NOW |
ServiceNow, Inc.
|
14,577 | $1,447,204 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,792 | 9,631 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,315,641 | 12,405 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,234,056 | 15,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,302,498 | 18,154 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $4,094,713 | 15,016 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $3,733,961 | 13,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,870,204 | 11,576 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $3,546,734 | 12,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,204,494 | 12,464 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $3,041,616 | 10,099 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,442,465 | 9,282 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,946,688 | 9,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,606,525 | 12,338 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,644,288 | 13,236 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,826,825 | 13,778 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,430,464 | 16,897 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $2,671,172 | 16,185 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,307,520 | 15,578 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,583,741 | 14,102 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,200,396 | 11,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,655,214 | 10,870 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,302,153 | 6,146 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,126,446 | 5,062 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,144,511 | 4,554 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $906,677 | 4,840 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $646,182 | 4,488 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||