Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,139,544
-$1,130,923 QoQ
Shares Held
7,274
-40.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,157
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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $5,710,386 across 8 Software - Application names. CRM ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
27,753 | $3,168,837 | |
| 2 | CRM |
Salesforce, Inc.
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|
7,274 | $1,139,544 | |
| 3 | PCTY |
Paylocity Holding Corp
|
5,150 | $538,329 | |
| 4 | PAYC |
Paycom Software, Inc.
|
3,530 | $443,650 | |
| 5 | ROP |
Roper Technologies Inc
|
1,040 | $351,925 | |
| 6 | PAYX |
Paychex Inc
|
626 | $61,554 | |
| 7 | ADP |
Automatic Data Processing Inc
|
15 | $3,359 | |
| 8 | DFIN |
Donnelley Financial Solutions, Inc.
|
76 | $3,188 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,544 | 7,274 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,270,467 | 12,163 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,684,333 | 10,133 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,200,308 | 9,284 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,954,096 | 7,166 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,817,065 | 6,771 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,267,091 | 6,781 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,911,864 | 6,985 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,797,129 | 6,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,231,141 | 7,408 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,860,926 | 7,072 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,443,793 | 7,120 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,506,072 | 7,129 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,425,030 | 7,133 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $943,643 | 7,117 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,033,921 | 7,188 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,183,831 | 7,173 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $471,350 | 2,220 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $280,051 | 1,102 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $327,633 | 1,208 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $268,697 | 1,100 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $387,722 | 1,830 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $954,653 | 4,290 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,313,649 | 5,227 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,249,303 | 6,669 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $869,207 | 6,037 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||