PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in CRM — Salesforce, Inc.
CIK 1238990
EDINA, MN
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,729,917
New position
Shares Held
74,875
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#435
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $66,847,446 across 7 Software - Application names. CRM ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSP |
Viant Technology Inc.
|
1,501,487 | $19,008,825 | |
| 2 | AGYS |
Agilysys Inc
|
159,080 | $16,623,860 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
74,875 | $11,729,917 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
111,173 | $6,898,284 | |
| 5 | SMRT |
SmartRent, Inc.
|
5,292,880 | $6,298,527 | |
| 6 | RSSS |
Research Solutions, Inc.
|
2,552,455 | $5,921,695 | |
| 7 | PDFS |
Pdf Solutions Inc
|
5,175 | $366,338 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,729,917 | 74,875 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||