Position in CRM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,365,677
-$607,902 QoQ
Shares Held
7,316
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026STONERIDGE INVESTMENT PARTNERS LLC holds $6,564,448 across 9 Software - Application names. CRM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
26,453 | $1,902,764 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
7,316 | $1,365,677 | |
| 3 | NOW |
ServiceNow, Inc.
|
12,597 | $1,317,016 | |
| 4 | ADBE |
Adobe Inc.
|
5,212 | $1,266,932 | |
| 5 | WDAY |
Workday, Inc.
|
2,359 | $306,481 | |
| 6 | DOMO |
Domo, Inc.
|
38,586 | $118,073 | |
| 7 | SVCO |
Silvaco Group, Inc.
|
14,360 | $101,668 | |
| 8 | APPS |
Digital Turbine, Inc.
|
32,663 | $94,069 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,365,677 | 7,316 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,973,579 | 7,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,196,753 | 9,269 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,274,234 | 8,340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,965,468 | 7,324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,849,790 | 14,506 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,456,135 | 19,934 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,766,495 | 22,429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,700,078 | 8,965 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,943,484 | 11,186 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,440,273 | 21,897 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,794,756 | 22,696 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,111,472 | 20,580 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,332,782 | 25,136 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,086,087 | 21,455 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,374,407 | 20,446 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,834,738 | 22,771 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,771,544 | 18,776 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,915,886 | 10,751 | Shares | Sole | 2021-11-03 | |
| 2021-03-31 | $1,083,926 | 5,116 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,092,104 | 18,389 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $3,335,972 | 17,808 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,952,741 | 20,508 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||