Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,878,314
-$578,254 QoQ
Shares Held
18,373
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#821
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, 2026COURIER CAPITAL LLC holds $10,058,796 across 7 Software - Application names. CRM ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
18,373 | $2,878,314 | |
| 2 | PAYX |
Paychex Inc
|
22,755 | $2,237,499 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,177 | $1,607,289 | |
| 4 | ALIT |
Alight, Inc. / Delaware
|
5,000 | $1,120,000 | |
| 5 | UBER |
Uber Technologies, Inc
|
12,718 | $917,730 | |
| 6 | ZM |
Zoom Communications, Inc.
|
9,932 | $857,230 | |
| 7 | SHOP |
Shopify Inc.
|
3,860 | $440,734 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,878,314 | 18,373 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,456,568 | 18,517 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,334,157 | 12,586 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,834,046 | 11,958 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,344,542 | 12,265 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,262,720 | 12,158 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,344,618 | 12,995 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,632,131 | 13,270 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,325,074 | 12,933 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,831,310 | 12,721 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,368,718 | 12,802 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,561,111 | 12,630 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,256,679 | 10,682 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,127,856 | 10,651 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,433,563 | 10,812 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,558,794 | 10,837 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,852,078 | 11,222 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,514,293 | 11,842 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,310,551 | 13,027 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,678,556 | 13,563 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,233,157 | 13,236 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,836,515 | 13,388 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,956,756 | 13,287 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,251,326 | 12,937 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,665,143 | 14,227 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $2,132,487 | 14,811 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||