Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$455,097
-$87,179 QoQ
Shares Held
2,905
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,615
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026MERIDIAN INVESTMENT COUNSEL INC. holds $10,342,762 across 6 Software - Application names. CRM ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,755 | $3,435,110 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,732 | $2,434,101 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,244 | $2,406,944 | |
| 4 | DOCU |
Docusign, Inc.
|
21,759 | $966,534 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,880 | $644,976 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
2,905 | $455,097 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,097 | 2,905 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $542,276 | 2,905 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $769,563 | 2,905 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $765,984 | 3,232 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $880,788 | 3,230 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $866,802 | 3,230 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,079,885 | 3,230 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $824,688 | 3,013 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $774,642 | 3,013 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $686,690 | 2,280 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $555,225 | 2,110 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $346,753 | 1,710 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $466,884 | 2,210 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $453,900 | 2,272 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $301,244 | 2,272 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $319,756 | 2,223 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $366,883 | 2,223 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $503,835 | 2,373 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $603,050 | 2,373 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $527,794 | 1,946 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $494,646 | 2,025 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $360,179 | 1,700 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $378,301 | 1,700 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $427,244 | 1,700 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $318,461 | 1,700 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $356,350 | 2,475 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||