Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,669
-$5,962,033 QoQ
Shares Held
1,632
-93.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,925
of 2,451 holders
Holding Since
Mar 2020
10 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, 2026Family Manage LLC holds $14,528,539 across 8 Software - Application names. CRM ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
56,962 | $3,534,492 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
9,150 | $3,434,178 | |
| 3 | UBER |
Uber Technologies, Inc
|
45,215 | $3,262,714 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,221 | $2,960,842 | |
| 5 | SHOP |
Shopify Inc.
|
3,907 | $446,101 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,323 | $329,907 | |
| 7 | SNOW |
Snowflake Inc.
|
1,197 | $304,636 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,632 | $255,669 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,669 | 1,632 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,217,702 | 23,471 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,822,379 | 24,567 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,475,569 | 23,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,357,716 | 23,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,221,528 | 21,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,660,870 | 20,682 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,342,814 | 13,002 | Shares | Sole | 2024-08-14 | |
| 2020-06-30 | $586,904 | 3,133 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $437,843 | 3,041 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||