Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$541,103
-$622,971 QoQ
Shares Held
3,454
-44.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,530
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Asset Dedication, LLC holds $4,270,358 across 23 Software - Application names. CRM ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
17,576 | $1,744,945 | |
| 2 | SAP |
Sap SE
|
5,716 | $880,892 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,454 | $541,103 | |
| 4 | ADBE |
Adobe Inc.
|
1,494 | $306,299 | |
| 5 | SHOP |
Shopify Inc.
|
2,470 | $282,024 | |
| 6 | ADP |
Automatic Data Processing Inc
|
756 | $169,306 | |
| 7 | INTU |
Intuit Inc.
|
383 | $99,963 | |
| 8 | UBER |
Uber Technologies, Inc
|
1,152 | $83,128 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,103 | 3,454 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,164,074 | 6,236 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $1,569,856 | 5,926 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,304,685 | 5,505 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,621,142 | 5,945 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,612,038 | 6,007 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,074,517 | 6,205 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,667,303 | 9,745 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,103,711 | 12,072 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,588,258 | 11,914 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,713,957 | 14,114 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,744,424 | 13,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,815,673 | 13,328 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $2,520,424 | 12,616 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,212,270 | 9,143 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,337,424 | 9,298 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,389,306 | 8,418 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,511,081 | 7,117 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,840,409 | 7,242 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,288,566 | 4,751 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $851,036 | 3,484 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $489,631 | 2,311 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $474,433 | 2,132 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $412,667 | 1,642 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,622 | 14 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $2,015 | 14 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||