Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,138,565
+$1,177,402 QoQ
Shares Held
13,651
+165.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#917
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026North Star Investment Management Corp. holds $18,609,550 across 59 Software - Application names. CRM ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
71,068 | $6,988,116 | |
| 2 | MITK |
Mitek Systems Inc
|
144,095 | $2,900,632 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
13,651 | $2,138,565 | |
| 4 | ASUR |
Asure Software Inc
|
198,000 | $1,572,120 | |
| 5 | OOMA |
Ooma Inc
|
60,000 | $1,153,200 | |
| 6 | DHX |
Dhi Group, Inc.
|
285,000 | $1,057,350 | |
| 7 | RSSS |
Research Solutions, Inc.
|
357,000 | $828,240 | |
| 8 | CREX |
Creative Realities, Inc.
|
160,000 | $660,800 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,565 | 13,651 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $961,163 | 5,149 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,067,587 | 4,030 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $961,983 | 4,059 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,098,668 | 4,029 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,080,149 | 4,025 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,526,550 | 4,566 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,498,014 | 5,473 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $367,395 | 1,429 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $438,216 | 1,455 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $347,081 | 1,319 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $241,105 | 1,189 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $225,836 | 1,069 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $213,564 | 1,069 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $141,738 | 1,069 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $149,449 | 1,039 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $138,468 | 839 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $178,136 | 839 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $213,215 | 839 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $411,983 | 1,519 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $369,824 | 1,514 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $176,699 | 834 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $185,590 | 834 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,716,515 | 6,830 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,466,793 | 7,830 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,130,243 | 7,850 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||