Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$440,214
+$34,207 QoQ
Shares Held
2,810
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,641
of 2,457 holders
Holding Since
Jun 2021
6 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, 2026Capital Investment Counsel, Inc holds $16,522,743 across 8 Software - Application names. CRM ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
28,167 | $5,774,798 | |
| 2 | ADP |
Automatic Data Processing Inc
|
16,567 | $3,710,179 | |
| 3 | SAP |
Sap SE
|
21,934 | $3,380,248 | |
| 4 | PAYX |
Paychex Inc
|
25,500 | $2,507,415 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,810 | $440,214 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,150 | $371,624 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
640 | $240,204 | |
| 8 | PSQH |
PSQ Holdings, Inc.
|
1,082 | $98,061 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,214 | 2,810 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $406,007 | 2,175 | Shares | Sole | 2026-04-21 | |
| 2022-03-31 | $228,244 | 1,075 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $273,189 | 1,075 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $291,561 | 1,075 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $232,056 | 950 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||