Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,476,792
-$914,813 QoQ
Shares Held
15,810
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#866
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Ballentine Partners, LLC holds $30,704,333 across 24 Software - Application names. CRM ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
30,497 | $5,566,007 | |
| 2 | ADP |
Automatic Data Processing Inc
|
19,461 | $4,358,289 | |
| 3 | NOW |
ServiceNow, Inc.
|
27,252 | $2,705,577 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
15,810 | $2,476,792 | |
| 5 | SAP |
Sap SE
|
13,576 | $2,092,195 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4,773 | $1,791,401 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,535 | $1,698,285 | |
| 8 | PAYX |
Paychex Inc
|
14,458 | $1,421,653 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,476,792 | 15,810 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,391,605 | 18,169 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,561,253 | 20,993 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,429,196 | 22,908 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,379,308 | 23,394 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $5,531,165 | 20,611 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $6,606,359 | 19,760 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $5,202,678 | 19,008 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $3,898,149 | 15,162 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,921,280 | 16,340 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,911,575 | 14,865 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,467,021 | 12,166 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,406,884 | 11,393 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,295,271 | 11,489 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,064,033 | 8,025 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,845,466 | 12,830 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,790,023 | 10,846 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $2,242,735 | 10,563 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,781,197 | 10,944 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,261,419 | 12,025 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $2,074,339 | 8,492 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,561,268 | 7,369 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,677,875 | 7,540 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $2,214,630 | 8,812 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $2,108,960 | 11,258 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,804,212 | 12,531 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||