Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,384,793
+$11,235,926 QoQ
Shares Held
276,936
+60.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#204
of 2,450 holders
Holding Since
Mar 2020
24 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, 2026&PARTNERS holds $295,228,511 across 41 Software - Application names. CRM ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
318,744 | $71,382,718 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
276,936 | $43,384,793 | |
| 3 | NOW |
ServiceNow, Inc.
|
425,268 | $42,220,607 | |
| 4 | PAYX |
Paychex Inc
|
398,076 | $39,142,813 | |
| 5 | UBER |
Uber Technologies, Inc
|
190,589 | $13,752,902 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
28,177 | $10,575,391 | |
| 7 | SNOW |
Snowflake Inc.
|
39,824 | $10,135,208 | |
| 8 | SHOP |
Shopify Inc.
|
86,703 | $9,899,748 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,384,793 | 276,936 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,148,867 | 172,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,473,409 | 145,232 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,823,391 | 83,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,017,036 | 77,073 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,686,628 | 51,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,736,932 | 44,079 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,954,697 | 25,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,952,279 | 11,483 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,304,109 | 4,330 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $346,029 | 1,315 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $208,255 | 1,027 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $215,062 | 1,018 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $203,376 | 1,018 | Shares | Sole | 2023-04-06 | |
| 2022-09-30 | $248,124 | 1,725 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $264,229 | 1,601 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $319,329 | 1,504 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $333,926 | 1,314 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $356,383 | 1,314 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $290,437 | 1,189 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $253,184 | 1,195 | Shares | Sole | 2021-04-09 | |
| 2020-09-30 | $474,994 | 1,890 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $391,519 | 2,090 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $305,525 | 2,122 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||