Convergence Investment Partners, LLC
Position in CRM — Salesforce, Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,047,271
+$4,842,681 QoQ
Shares Held
32,218
+2839.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#640
of 2,443 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, 2026Convergence Investment Partners, LLC holds $28,277,814 across 6 Software - Application names. CRM ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
40,489 | $8,301,054 | |
| 2 | MANH |
Manhattan Associates Inc
|
38,016 | $5,293,728 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
32,218 | $5,047,271 | |
| 4 | ADSK |
Autodesk, Inc.
|
25,459 | $4,949,738 | |
| 5 | ZM |
Zoom Communications, Inc.
|
32,445 | $2,800,327 | |
| 6 | RNG |
RingCentral, Inc.
|
48,376 | $1,885,696 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,047,271 | 32,218 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $204,590 | 1,096 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,608,303 | 9,846 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $289,377 | 1,221 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $333,499 | 1,223 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $346,721 | 1,292 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $538,605 | 1,611 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $443,957 | 1,622 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $428,585 | 1,667 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,372,778 | 4,558 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $866,256 | 3,292 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $628,415 | 3,099 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $640,117 | 3,030 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $343,022 | 1,717 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $238,630 | 1,659 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $242,773 | 1,471 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $325,274 | 1,532 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $408,386 | 1,607 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $459,175 | 1,693 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $420,144 | 1,720 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $383,272 | 1,809 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $410,122 | 1,843 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $451,873 | 1,798 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $326,703 | 1,744 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $230,368 | 1,600 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||