Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,790,466
+$1,761,346 QoQ
Shares Held
11,429
+7226.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#987
of 2,451 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $46,310,552 across 33 Software - Application names. CRM ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
144,299 | $8,953,752 | |
| 2 | PLUS |
Eplus Inc
|
101,971 | $8,487,045 | |
| 3 | ROP |
Roper Technologies Inc
|
22,559 | $7,633,739 | |
| 4 | ADP |
Automatic Data Processing Inc
|
29,844 | $6,683,563 | |
| 5 | INTU |
Intuit Inc.
|
16,984 | $4,432,824 | |
| 6 | ADBE |
Adobe Inc.
|
12,131 | $2,487,097 | |
| 7 | MANH |
Manhattan Associates Inc
|
13,807 | $1,922,624 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
11,429 | $1,790,466 |
All Filings in CRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,466 | 11,429 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $29,120 | 156 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $42,385 | 160 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $38,868 | 164 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $52,901 | 194 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $44,010 | 164 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $78,566 | 235 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $70,890 | 259 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $52,962 | 206 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $44,875 | 149 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $39,207 | 149 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $43,597 | 215 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $45,420 | 215 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,952 | 215 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $35,799 | 270 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $29,774 | 207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,008 | 97 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $121,447 | 572 | Shares | Sole | 2022-04-28 | |
| 2020-03-31 | $209,634 | 1,456 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||