Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,805,271
-$4,897,471 QoQ
Shares Held
24,290
-47.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#730
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)
Derivatives in CRM
reported options exposure · as of Dec 31, 2020CallValue
$222,530
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026SHUFRO ROSE & CO LLC holds $4,013,768 across 2 Software - Application names. CRM ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
24,290 | $3,805,271 | |
| 2 | ADP |
Automatic Data Processing Inc
|
931 | $208,497 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,805,271 | 24,290 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,702,742 | 46,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,961,781 | 48,929 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,158,811 | 51,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,137,340 | 51,844 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,119,224 | 52,613 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,640,588 | 52,764 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $14,432,454 | 52,729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,556,625 | 52,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,252,851 | 30,722 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,886,568 | 29,971 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,143,828 | 30,298 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,402,234 | 30,305 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,951,645 | 29,791 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,836,756 | 28,937 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,340,947 | 30,179 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,892,775 | 29,646 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,756,316 | 45,951 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,884,389 | 46,765 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $12,841,453 | 47,347 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $11,485,086 | 47,018 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,286,712 | 48,552 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $11,079,101 | 49,787 | Shares | Sole | 2021-02-03 | |
| 2020-12-31 | $222,530 | 1,000 | Call | Sole | 2021-02-03 | |
| 2020-09-30 | $11,796,709 | 46,939 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $9,056,468 | 48,345 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,032,415 | 48,843 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||