Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,175,615
+$461,629 QoQ
Shares Held
26,654
+34.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#699
of 2,462 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, 2026Clear Harbor Asset Management, LLC holds $84,965,071 across 13 Software - Application names. CRM ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
177,777 | $60,157,959 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
14,754 | $5,537,471 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
26,654 | $4,175,615 | |
| 4 | NOW |
ServiceNow, Inc.
|
37,830 | $3,755,762 | |
| 5 | SHOP |
Shopify Inc.
|
29,552 | $3,374,247 | |
| 6 | IDN |
Intellicheck, Inc.
|
497,029 | $2,037,818 | |
| 7 | DOCU |
Docusign, Inc.
|
32,293 | $1,434,455 | |
| 8 | ADSK |
Autodesk, Inc.
|
6,500 | $1,263,730 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,175,615 | 26,654 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,713,986 | 19,896 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,246,701 | 8,481 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,092,710 | 8,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,467,299 | 9,048 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,358,347 | 8,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,601,087 | 7,780 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,006,568 | 7,331 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,805,099 | 7,021 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,953,152 | 6,485 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,384,642 | 5,262 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,097,648 | 5,413 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,150,944 | 5,448 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,054,039 | 5,276 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,682,567 | 12,690 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $844,916 | 5,874 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $982,648 | 5,954 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,322,328 | 6,228 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,590,345 | 6,258 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,698,650 | 6,263 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,528,153 | 6,256 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,275,669 | 6,021 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,311,369 | 5,893 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,123,400 | 4,470 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $837,365 | 4,470 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $578,511 | 4,018 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||