Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$67,833
-$2,261,248 QoQ
Shares Held
433
-96.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,177
of 2,451 holders
Holding Since
Dec 2020
20 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, 2026MCDONALD PARTNERS LLC holds $2,173,158 across 16 Software - Application names. CRM ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
7,824 | $1,604,076 | |
| 2 | ADP |
Automatic Data Processing Inc
|
752 | $168,410 | |
| 3 | SHOP |
Shopify Inc.
|
1,306 | $149,119 | |
| 4 | ADSK |
Autodesk, Inc.
|
389 | $75,629 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
433 | $67,833 | |
| 6 | NOW |
ServiceNow, Inc.
|
335 | $33,258 | |
| 7 | PAYX |
Paychex Inc
|
290 | $28,515 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
2,801 | $18,122 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,833 | 433 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,329,081 | 12,477 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $475,844 | 1,745 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $440,647 | 1,642 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $266,795 | 798 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $249,623 | 912 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $231,647 | 901 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $278,290 | 924 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $252,351 | 959 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $206,823 | 979 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $269,703 | 1,350 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $241,048 | 1,818 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $285,378 | 1,984 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $349,719 | 2,119 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $450,755 | 2,123 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,448,541 | 5,700 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $540,812 | 1,994 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $448,479 | 1,836 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $361,662 | 1,707 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $285,951 | 1,285 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||