Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,463,948
-$1,679,752 QoQ
Shares Held
15,728
-29.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#867
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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $38,050,413 across 30 Software - Application names. CRM ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
12,442 | $4,669,731 | |
| 2 | UBER |
Uber Technologies, Inc
|
58,411 | $4,214,937 | |
| 3 | ADP |
Automatic Data Processing Inc
|
12,403 | $2,777,651 | |
| 4 | DDOG |
Datadog, Inc.
|
10,068 | $2,621,304 | |
| 5 | NOW |
ServiceNow, Inc.
|
25,963 | $2,577,606 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
15,728 | $2,463,948 | |
| 7 | ROP |
Roper Technologies Inc
|
7,093 | $2,400,200 | |
| 8 | SNOW |
Snowflake Inc.
|
8,695 | $2,212,877 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,463,948 | 15,728 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,143,700 | 22,198 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,741,694 | 25,449 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,144,990 | 13,270 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $5,200,198 | 19,070 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,041,766 | 26,240 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,702,963 | 23,040 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $6,798,956 | 24,840 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,497,036 | 29,160 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $8,782,408 | 29,160 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,673,162 | 29,160 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,734,618 | 28,280 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,640,642 | 26,700 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,334,126 | 26,700 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,540,153 | 26,700 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,752,354 | 26,087 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,589,409 | 33,867 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,190,641 | 33,867 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $7,125,042 | 28,037 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,389,931 | 27,247 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,655,624 | 27,247 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $5,463,491 | 25,787 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $5,738,381 | 25,787 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,578,550 | 22,197 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $3,826,589 | 20,427 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,941,079 | 20,427 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||