Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,893,236
-$258,135 QoQ
Shares Held
12,085
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#961
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ASPIRIANT, LLC holds $8,029,091 across 8 Software - Application names. CRM ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BILL |
BILL Holdings, Inc.
|
54,391 | $1,966,778 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
12,085 | $1,893,236 | |
| 3 | ADBE |
Adobe Inc.
|
8,053 | $1,651,026 | |
| 4 | PAYX |
Paychex Inc
|
12,439 | $1,223,126 | |
| 5 | UBER |
Uber Technologies, Inc
|
7,693 | $555,126 | |
| 6 | SNOW |
Snowflake Inc.
|
1,112 | $283,004 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,140 | $255,303 | |
| 8 | INTU |
Intuit Inc.
|
772 | $201,492 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,236 | 12,085 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,151,371 | 11,525 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,080,108 | 11,627 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $983,550 | 4,150 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,385,265 | 5,080 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,457,731 | 5,432 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,201,563 | 6,585 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,730,942 | 6,324 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,110,019 | 8,207 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,160,582 | 10,494 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,766,390 | 10,513 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,878,553 | 9,264 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,629,130 | 12,445 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,565,574 | 12,842 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,773,391 | 13,375 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,891,927 | 13,153 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,176,712 | 13,189 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,623,850 | 12,358 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,078,530 | 12,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,614,018 | 9,638 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,277,817 | 9,325 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,565,321 | 12,108 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,864,183 | 12,871 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,878,367 | 11,453 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,112,895 | 11,279 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,508,766 | 10,479 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||