Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,069,987
-$321,637 QoQ
Shares Held
6,830
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,193
of 2,457 holders
Holding Since
Mar 2020
25 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, 2026DE BURLO GROUP INC holds $29,911,099 across 8 Software - Application names. CRM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
49,436 | $9,611,347 | |
| 2 | SNOW |
Snowflake Inc.
|
22,500 | $5,726,250 | |
| 3 | U |
Unity Software Inc.
|
169,000 | $4,830,020 | |
| 4 | INTU |
Intuit Inc.
|
18,370 | $4,794,570 | |
| 5 | ROP |
Roper Technologies Inc
|
8,985 | $3,040,434 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
6,830 | $1,069,987 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,034 | $455,514 | |
| 8 | ADBE |
Adobe Inc.
|
1,868 | $382,977 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,987 | 6,830 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,391,624 | 7,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,147,095 | 8,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,183,718 | 9,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,604,689 | 13,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,921,813 | 14,614 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,203,512 | 15,564 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,424,248 | 16,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,222,610 | 16,424 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,368,149 | 21,144 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,309,834 | 23,979 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,862,461 | 23,979 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,181,996 | 24,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,010,282 | 25,079 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,467,758 | 26,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,797,951 | 26,404 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,797,822 | 27,307 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,714,624 | 30,357 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $8,369,035 | 30,857 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,525,225 | 30,807 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,601,233 | 31,157 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,938,907 | 49,157 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $18,765,310 | 74,667 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $22,754,975 | 121,470 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $17,489,250 | 121,470 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||