Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,839,031
+$913,335 QoQ
Shares Held
11,739
+136.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#970
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, 2026Texas Yale Capital Corp. holds $31,902,834 across 11 Software - Application names. CRM ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
122,872 | $14,029,524 | |
| 2 | TYL |
Tyler Technologies Inc
|
15,640 | $4,574,074 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
11,179 | $4,195,702 | |
| 4 | PAYX |
Paychex Inc
|
18,758 | $1,844,474 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
11,739 | $1,839,031 | |
| 6 | ADP |
Automatic Data Processing Inc
|
8,193 | $1,834,822 | |
| 7 | NOW |
ServiceNow, Inc.
|
17,030 | $1,690,738 | |
| 8 | UBER |
Uber Technologies, Inc
|
12,739 | $919,246 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,031 | 11,739 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $925,696 | 4,959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,473,994 | 9,339 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,208,603 | 9,319 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,179,111 | 4,324 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,229,357 | 4,581 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,521,535 | 4,551 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,224,031 | 4,472 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,044,340 | 4,062 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,223,393 | 4,062 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,068,874 | 4,062 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $799,155 | 3,941 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $832,575 | 3,941 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $831,684 | 4,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $541,364 | 4,083 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $319,900 | 2,224 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $367,048 | 2,224 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $472,199 | 2,224 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $585,515 | 2,304 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $624,890 | 2,304 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $543,256 | 2,224 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $471,198 | 2,224 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $481,554 | 2,164 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $446,595 | 1,777 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $332,885 | 1,777 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $255,852 | 1,777 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||