Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,102,259
-$210,777 QoQ
Shares Held
7,036
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,166
of 2,447 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TEALWOOD ASSET MANAGEMENT INC holds $10,366,259 across 7 Software - Application names. CRM ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
42,168 | $2,350,022 | |
| 2 | CVLT |
Commvault Systems Inc
|
15,241 | $2,160,106 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,929 | $1,999,649 | |
| 4 | UBER |
Uber Technologies, Inc
|
21,446 | $1,547,543 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
7,036 | $1,102,259 | |
| 6 | PTC |
Ptc Inc.
|
6,514 | $740,055 | |
| 7 | ADBE |
Adobe Inc.
|
2,276 | $466,625 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,259 | 7,036 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,313,036 | 7,034 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,863,906 | 7,036 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,473,429 | 6,217 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,697,222 | 6,224 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,722,602 | 6,419 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,208,249 | 6,605 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,827,287 | 6,676 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,609,204 | 5,343 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||