Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,592,370
-$2,655,252 QoQ
Shares Held
48,464
-11.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#530
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Atria Investments, Inc holds $100,030,242 across 47 Software - Application names. CRM ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
111,018 | $12,676,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
43,886 | $9,828,269 | |
| 3 | UBER |
Uber Technologies, Inc
|
120,319 | $8,682,219 | |
| 4 | ADSK |
Autodesk, Inc.
|
40,225 | $7,820,544 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
48,464 | $7,592,370 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,202 | $6,771,094 | |
| 7 | PAYX |
Paychex Inc
|
58,073 | $5,710,318 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
12,809 | $4,807,473 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,592,370 | 48,464 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,247,622 | 54,897 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,610,951 | 66,479 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,204,261 | 64,153 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,463,656 | 82,378 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $26,099,083 | 97,254 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $29,597,566 | 88,528 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,617,342 | 78,979 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $26,769,509 | 104,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $31,613,659 | 104,966 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $25,037,507 | 95,149 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,500,947 | 96,168 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $20,270,819 | 95,952 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,701,307 | 88,604 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,389,499 | 63,274 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,322,797 | 78,718 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,226,305 | 80,140 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,934,006 | 79,757 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,649,075 | 73,384 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $18,033,417 | 66,490 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,326,191 | 58,649 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,219,363 | 52,954 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,300,246 | 46,287 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,756,500 | 50,758 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,152,381 | 48,857 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $3,510,232 | 24,380 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||