Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,139,348
-$4,931,943 QoQ
Shares Held
115,788
-6.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#347
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TCTC Holdings, LLC holds $96,017,265 across 6 Software - Application names. CRM ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
866,892 | $62,554,925 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
115,788 | $18,139,348 | |
| 3 | ADP |
Automatic Data Processing Inc
|
55,313 | $12,387,345 | |
| 4 | ADBE |
Adobe Inc.
|
10,016 | $2,053,480 | |
| 5 | SAP |
Sap SE
|
3,561 | $548,785 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,358 | $333,382 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,139,348 | 115,788 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,071,291 | 123,594 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $33,391,375 | 126,048 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,222,477 | 127,521 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $34,870,232 | 127,875 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,776,869 | 103,506 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $34,286,543 | 102,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,014,217 | 102,350 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $26,212,115 | 101,953 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $30,963,412 | 102,807 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $26,959,745 | 102,454 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,742,163 | 102,289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,484,507 | 101,697 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,147,213 | 100,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,522,727 | 94,447 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,742,473 | 95,540 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,727,321 | 95,294 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,351,683 | 15,786 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,119,954 | 12,277 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,271,455 | 12,062 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,841,592 | 11,633 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,348,367 | 11,084 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,466,522 | 11,084 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,785,630 | 11,084 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,057,632 | 10,984 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,656,777 | 11,507 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||