Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,330,277
-$966,643 QoQ
Shares Held
46,791
+5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#537
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $31,833,286 across 19 Software - Application names. CRM ranks #3 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
98,441 | $9,773,222 | |
| 2 | UBER |
Uber Technologies, Inc
|
131,354 | $9,478,504 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
46,791 | $7,330,277 | |
| 4 | PAYX |
Paychex Inc
|
37,861 | $3,722,871 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,883 | $421,697 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,000 | $388,840 | |
| 7 | ADBE |
Adobe Inc.
|
1,247 | $255,659 | |
| 8 | ROP |
Roper Technologies Inc
|
703 | $237,888 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,330,277 | 46,791 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,296,920 | 44,447 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,777,067 | 40,682 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,741,648 | 41,104 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,803,158 | 39,617 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,105,095 | 37,655 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,532,360 | 37,485 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,563,837 | 38,595 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,376,041 | 40,358 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,782,763 | 39,122 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,997,672 | 41,794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,633,966 | 42,578 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,219,807 | 43,642 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,992,297 | 45,011 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,857,693 | 44,179 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,161,242 | 42,834 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,675,537 | 40,448 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $8,119,753 | 38,243 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,179,174 | 36,120 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,933,974 | 36,627 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,660,592 | 35,455 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,492,146 | 35,362 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,489,469 | 33,656 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $8,716,028 | 34,681 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,991,529 | 37,322 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $15,117 | 105 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||