Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$287,471
-$11,201 QoQ
Shares Held
1,835
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,861
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026Mathes Company, Inc. holds $1,848,649 across 2 Software - Application names. CRM ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,725 | $1,561,178 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,835 | $287,471 |
All Filings in CRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,471 | 1,835 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,672 | 1,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,316,143 | 12,518 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,976,246 | 12,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,412,169 | 12,513 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,300,291 | 12,298 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $827,466 | 2,475 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $691,117 | 2,525 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $700,597 | 2,725 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $850,833 | 2,825 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $743,370 | 2,825 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $558,050 | 2,752 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $581,387 | 2,752 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $374,566 | 2,825 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $413,540 | 2,875 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,803,864 | 16,989 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,575,256 | 16,839 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $4,340,286 | 17,079 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,428,751 | 16,329 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,186,543 | 17,139 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,617,468 | 17,074 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,914,970 | 17,593 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $4,532,807 | 18,036 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,039,958 | 21,566 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,089,234 | 21,456 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||