Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$932,229
-$391,526 QoQ
Shares Held
4,994
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IRONWOOD INVESTMENT MANAGEMENT LLC holds $7,266,838 across 7 Software - Application names. CRM ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
78,365 | $3,335,214 | |
| 2 | NATL |
NCR Atleos Corp
|
27,908 | $1,216,230 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,235 | $1,063,647 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,994 | $932,229 | |
| 5 | SPSC |
Sps Commerce Inc
|
10,370 | $577,297 | |
| 6 | SPT |
Sprout Social, Inc.
|
18,232 | $103,922 | |
| 7 | RBBN |
Ribbon Communications Inc.
|
18,066 | $38,299 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $932,229 | 4,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,323,755 | 4,997 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,184,289 | 4,997 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,362,631 | 4,997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,371,051 | 5,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,708,091 | 5,109 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,401,121 | 5,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,378,827 | 5,363 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,615,228 | 5,363 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,522,528 | 5,786 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,188,493 | 5,861 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,246,645 | 5,901 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,201,077 | 6,012 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $864,354 | 6,519 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $953,371 | 6,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,115,835 | 6,761 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,435,495 | 6,761 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,767,982 | 6,957 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,900,438 | 7,007 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,733,584 | 7,097 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,512,116 | 7,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,609,559 | 7,233 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,821,567 | 7,248 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,379,310 | 7,363 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,126,067 | 7,821 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||