Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,666
-$4,681 QoQ
Shares Held
100
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,315
of 2,451 holders
Holding Since
Mar 2021
19 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, 2026TD Capital Management LLC holds $386,974 across 20 Software - Application names. CRM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
780 | $77,438 | |
| 2 | UBER |
Uber Technologies, Inc
|
675 | $48,708 | |
| 3 | ADSK |
Autodesk, Inc.
|
247 | $48,021 | |
| 4 | LYFT |
Lyft, Inc.
|
2,875 | $42,003 | |
| 5 | DDOG |
Datadog, Inc.
|
120 | $31,243 | |
| 6 | ADBE |
Adobe Inc.
|
140 | $28,702 | |
| 7 | SHOP |
Shopify Inc.
|
231 | $26,375 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
100 | $15,666 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,666 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,347 | 109 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $56,160 | 212 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $26,544 | 112 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $30,541 | 112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,977 | 26 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,692 | 26 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,116 | 26 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,313 | 9 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,710 | 9 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,368 | 9 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $4,225 | 20 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,995 | 20 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,651 | 20 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,876 | 20 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $13,977 | 55 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,917 | 55 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,434 | 55 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,652 | 55 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||