Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,834,488
+$86,546 QoQ
Shares Held
37,243
+21.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#593
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026Clean Yield Group holds $18,752,428 across 15 Software - Application names. CRM ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
37,243 | $5,834,488 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,872 | $4,898,234 | |
| 3 | NOW |
ServiceNow, Inc.
|
41,397 | $4,109,894 | |
| 4 | SHOP |
Shopify Inc.
|
23,329 | $2,663,705 | |
| 5 | INTU |
Intuit Inc.
|
2,609 | $680,949 | |
| 6 | PAYX |
Paychex Inc
|
4,211 | $414,067 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,043 | $75,262 | |
| 8 | ROP |
Roper Technologies Inc
|
153 | $51,773 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,834,488 | 37,243 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,747,942 | 30,792 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,697,454 | 25,282 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,972,874 | 25,202 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,351,222 | 23,291 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,334,637 | 23,605 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,756,790 | 23,201 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,367,315 | 23,263 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,171,309 | 20,114 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $138,843 | 461 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $121,307 | 461 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $93,481 | 461 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $97,390 | 461 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $92,098 | 461 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $61,123 | 461 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $65,591 | 456 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $75,258 | 456 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $83,866 | 395 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $105,463 | 415 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $109,844 | 405 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $98,929 | 405 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $62,530 | 281 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $70,620 | 281 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $52,639 | 281 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $66,374 | 461 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||