Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,899,071
-$1,620,716 QoQ
Shares Held
56,805
+0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#495
of 2,451 holders
Holding Since
Mar 2021
10 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, 2026PARTHENON LLC holds $36,308,821 across 6 Software - Application names. CRM ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
248,007 | $24,386,528 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
56,805 | $8,899,071 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,700 | $1,052,565 | |
| 4 | RSSS |
Research Solutions, Inc.
|
392,284 | $910,098 | |
| 5 | THRY |
Thryv Holdings, Inc.
|
184,717 | $727,784 | |
| 6 | INTU |
Intuit Inc.
|
1,275 | $332,775 |
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,899,071 | 56,805 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,519,787 | 56,355 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,313,122 | 57,805 | Shares | Sole | 2026-01-23 | |
| 2022-09-30 | $215,760 | 1,500 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $330,080 | 2,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $424,640 | 2,000 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $419,314 | 1,650 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $271,220 | 1,000 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $439,686 | 1,800 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $423,740 | 2,000 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||