OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in CRM — Salesforce, Inc.
CIK 1005607
SAN FRANCISCO, CA
Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,677,475
-$3,466,697 QoQ
Shares Held
68,157
-10.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#461
of 2,451 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $29,211,841 across 6 Software - Application names. CRM ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
68,157 | $10,677,475 | |
| 2 | ESTC |
Elastic N.V.
|
143,544 | $8,184,878 | |
| 3 | NOW |
ServiceNow, Inc.
|
71,611 | $7,109,540 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,307 | $2,756,152 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,061 | $398,214 | |
| 6 | ASAN |
Asana, Inc.
|
12,226 | $85,582 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,677,475 | 68,157 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,144,172 | 75,771 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,653,072 | 66,638 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,683,949 | 66,177 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,395,167 | 63,791 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,792,358 | 62,574 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $20,753,200 | 62,074 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,146,015 | 62,643 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,836,669 | 81,045 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,345,067 | 40,989 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,359,821 | 39,370 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,962,765 | 39,268 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,096,962 | 38,327 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,468,575 | 37,384 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,906,095 | 37,002 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,923,643 | 34,230 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,245,961 | 31,786 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||