Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,701,640
-$325,969 QoQ
Shares Held
10,862
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,005
of 2,443 holders
Holding Since
Jun 2023
13 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, 2026ICON ADVISERS INC/CO holds $14,527,015 across 7 Software - Application names. CRM ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
37,620 | $3,734,913 | |
| 2 | PLUS |
Eplus Inc
|
30,000 | $2,496,900 | |
| 3 | PEGA |
Pegasystems Inc
|
65,493 | $1,962,825 | |
| 4 | ADSK |
Autodesk, Inc.
|
10,000 | $1,944,200 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
10,862 | $1,701,640 | |
| 6 | TYL |
Tyler Technologies Inc
|
5,057 | $1,478,970 | |
| 7 | ADBE |
Adobe Inc.
|
5,890 | $1,207,567 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,640 | 10,862 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,027,609 | 10,862 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,877,452 | 10,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,811,294 | 11,862 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,234,648 | 11,862 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,461,844 | 12,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,312,857 | 12,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,530,859 | 12,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,316,590 | 12,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,885,222 | 12,900 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,394,506 | 12,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,615,862 | 12,900 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,725,254 | 12,900 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||