Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,569,263
-$375,278 QoQ
Shares Held
10,017
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,038
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, 2026Roundview Capital LLC holds $11,715,758 across 8 Software - Application names. CRM ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,737 | $2,852,451 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,775 | $1,787,764 | |
| 3 | TYL |
Tyler Technologies Inc
|
5,711 | $1,670,239 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
10,017 | $1,569,263 | |
| 5 | SHOP |
Shopify Inc.
|
12,399 | $1,415,717 | |
| 6 | FICO |
Fair Isaac Corp
|
838 | $1,001,225 | |
| 7 | INTU |
Intuit Inc.
|
3,575 | $933,075 | |
| 8 | HUBS |
Hubspot Inc
|
2,663 | $486,024 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,569,263 | 10,017 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,944,541 | 10,417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,962,488 | 11,183 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,634,492 | 11,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,093,940 | 11,346 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,886,748 | 10,757 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,709,057 | 11,094 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,932,528 | 10,714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,750,455 | 10,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,640,362 | 12,087 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,182,678 | 12,095 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,844,800 | 14,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,096,226 | 14,656 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,847,664 | 14,254 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,313,165 | 17,446 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,336,944 | 23,199 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,527,399 | 21,373 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,103,535 | 24,037 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,140,541 | 20,228 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,282,280 | 19,476 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,184,833 | 17,132 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,421,276 | 16,148 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,433,365 | 10,935 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,029,662 | 12,055 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,823,063 | 15,070 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,453,707 | 17,042 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||