Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,919,200
-$6,797,438 QoQ
Shares Held
222,898
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#243
of 2,451 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SUMMITRY LLC holds $76,663,574 across 14 Software - Application names. CRM ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
519,597 | $37,494,119 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
222,898 | $34,919,200 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,232 | $723,806 | |
| 4 | PAYX |
Paychex Inc
|
5,799 | $570,215 | |
| 5 | DSGX |
Descartes Systems Group Inc
|
6,579 | $455,529 | |
| 6 | NICE |
NICE Ltd.
|
4,162 | $378,117 | |
| 7 | AGYS |
Agilysys Inc
|
3,422 | $357,599 | |
| 8 | PLUS |
Eplus Inc
|
3,838 | $319,436 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,919,200 | 222,898 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,716,638 | 223,478 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $56,866,375 | 214,663 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,016,340 | 206,820 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $53,403,609 | 195,840 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $50,878,640 | 189,591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,940,297 | 188,258 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $51,845,600 | 189,418 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $48,136,575 | 187,229 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,859,854 | 185,470 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $52,198,292 | 198,367 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $41,037,399 | 202,374 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $42,640,718 | 201,840 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $40,964,889 | 205,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,519,470 | 184,927 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,941,639 | 194,255 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $32,090,872 | 194,443 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $42,144,670 | 198,496 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $41,138,564 | 161,880 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $43,094,145 | 158,890 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,004,131 | 118,738 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,633,065 | 116,265 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $808,015 | 5,612 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||