Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$207,104
-$16,153 QoQ
Shares Held
1,322
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,043
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026EXCALIBUR MANAGEMENT CORP holds $539,224 across 2 Software - Application names. CRM ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
3,848 | $332,120 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,322 | $207,104 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,104 | 1,322 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $223,257 | 1,196 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||