Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$131,124
-$33,518 QoQ
Shares Held
837
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,112
of 2,457 holders
Holding Since
Sep 2021
18 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, 2026DT Investment Partners, LLC holds $6,380,356 across 10 Software - Application names. CRM ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
24,345 | $5,452,062 | |
| 2 | BSY |
Bentley Systems Inc
|
13,794 | $412,302 | |
| 3 | ADSK |
Autodesk, Inc.
|
685 | $133,177 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
837 | $131,124 | |
| 5 | ADBE |
Adobe Inc.
|
581 | $119,116 | |
| 6 | INTU |
Intuit Inc.
|
295 | $76,995 | |
| 7 | UBER |
Uber Technologies, Inc
|
368 | $26,554 | |
| 8 | NOW |
ServiceNow, Inc.
|
195 | $19,359 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,124 | 837 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $164,642 | 882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,241 | 1,039 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $201,924 | 852 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $232,331 | 852 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $228,642 | 852 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $284,849 | 852 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $220,883 | 807 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $170,200 | 662 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $199,381 | 662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $174,198 | 662 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $134,240 | 662 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $139,854 | 662 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $113,874 | 570 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $75,576 | 570 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $81,988 | 570 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $242,044 | 1,140 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $260,371 | 960 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||