Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$908,941
-$383,562 QoQ
Shares Held
5,802
-16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,273
of 2,457 holders
Holding Since
Mar 2020
23 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, 2026Main Street Research LLC holds $17,236,593 across 8 Software - Application names. CRM ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
9,580 | $11,445,992 | |
| 2 | ADSK |
Autodesk, Inc.
|
14,240 | $2,768,540 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,802 | $908,941 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,806 | $779,760 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,092 | $468,503 | |
| 6 | SHOP |
Shopify Inc.
|
3,345 | $381,932 | |
| 7 | PTC |
Ptc Inc.
|
2,438 | $276,981 | |
| 8 | DDOG |
Datadog, Inc.
|
791 | $205,944 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,941 | 5,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,292,503 | 6,924 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,685,887 | 6,364 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $596,766 | 2,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $450,483 | 1,652 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,802,842 | 6,718 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,433,922 | 7,280 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,845,626 | 6,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $456,095 | 1,774 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $31,467,888 | 104,482 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $26,792,914 | 101,820 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $20,387,095 | 100,538 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $238,927 | 1,802 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $295,878 | 2,057 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $442,687 | 2,085 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $425,667 | 1,675 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $471,380 | 1,738 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $303,627 | 1,243 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $277,337 | 1,309 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $470,650 | 2,115 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $517,467 | 2,059 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $372,786 | 1,990 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $317,907 | 2,208 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||