Position in CRM
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$961,163
-$106,424 QoQ
Shares Held
5,149
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026North Star Investment Management Corp. holds $15,768,410 across 60 Software - Application names. CRM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,817 | $6,707,902 | |
| 2 | MITK |
Mitek Systems Inc
|
124,095 | $1,675,282 | |
| 3 | ASUR |
Asure Software Inc
|
178,244 | $1,532,898 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,149 | $961,163 | |
| 5 | OOMA |
Ooma Inc
|
60,000 | $873,000 | |
| 6 | DHX |
Dhi Group, Inc.
|
285,000 | $800,850 | |
| 7 | RSSS |
Research Solutions, Inc.
|
333,518 | $753,750 | |
| 8 | CREX |
Creative Realities, Inc.
|
160,000 | $550,400 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||