Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$536,403
-$186,943 QoQ
Shares Held
3,424
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,534
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, 2026Sky Investment Group LLC holds $10,204,179 across 6 Software - Application names. CRM ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
24,577 | $5,504,019 | |
| 2 | ADSK |
Autodesk, Inc.
|
8,739 | $1,699,036 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,420 | $1,040,547 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,790 | $872,671 | |
| 5 | ADBE |
Adobe Inc.
|
2,690 | $551,503 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,424 | $536,403 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,403 | 3,424 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $723,346 | 3,875 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,019,373 | 3,848 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $906,999 | 3,827 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $980,320 | 3,595 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $947,310 | 3,530 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,179,181 | 3,527 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $969,480 | 3,542 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $912,190 | 3,548 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,072,501 | 3,561 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $943,620 | 3,586 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $755,558 | 3,726 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $802,999 | 3,801 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $769,352 | 3,851 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $629,139 | 4,745 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $711,432 | 4,946 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $846,820 | 5,131 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,093,660 | 5,151 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,335,199 | 5,254 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,435,838 | 5,294 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,214,021 | 4,970 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,019,094 | 4,810 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $956,879 | 4,300 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $960,042 | 3,820 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $707,170 | 3,775 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $543,524 | 3,775 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||