Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,025,926
-$2,059,649 QoQ
Shares Held
63,998
-1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#474
of 2,451 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $111,698,117 across 23 Software - Application names. CRM ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
48,818 | $18,322,371 | |
| 2 | SHOP |
Shopify Inc.
|
129,890 | $14,830,840 | |
| 3 | ADBE |
Adobe Inc.
|
60,054 | $12,312,271 | |
| 4 | INTU |
Intuit Inc.
|
42,496 | $11,091,456 | |
| 5 | ADP |
Automatic Data Processing Inc
|
44,902 | $10,055,802 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
63,998 | $10,025,926 | |
| 7 | DDOG |
Datadog, Inc.
|
37,283 | $9,707,001 | |
| 8 | ADSK |
Autodesk, Inc.
|
24,233 | $4,711,379 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,025,926 | 63,998 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,085,575 | 64,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,887,677 | 56,199 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,546,263 | 44,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,286,047 | 45,055 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,996,410 | 37,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,902,425 | 44,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,120,700 | 36,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,655,904 | 37,557 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,251,181 | 37,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,698,822 | 21,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,325,794 | 16,401 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,077,529 | 19,301 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,496,848 | 22,509 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,168,901 | 23,900 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,624,287 | 39,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,208,685 | 25,501 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,161,684 | 19,601 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,916,653 | 19,347 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,233,732 | 19,297 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,809,879 | 15,597 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,304,536 | 15,597 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,604,218 | 7,209 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,759,491 | 7,001 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,311,497 | 7,001 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,050,046 | 7,293 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||