Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,217,600
-$6,885,309 QoQ
Shares Held
52,455
-35.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#506
of 2,443 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, 2026Horizon Investments, LLC holds $73,357,948 across 34 Software - Application names. CRM ranks #1 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
52,455 | $8,217,600 | |
| 2 | ADP |
Automatic Data Processing Inc
|
33,759 | $7,560,328 | |
| 3 | ADBE |
Adobe Inc.
|
35,247 | $7,226,339 | |
| 4 | UBER |
Uber Technologies, Inc
|
99,595 | $7,186,775 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
16,794 | $6,303,124 | |
| 6 | NOW |
ServiceNow, Inc.
|
42,030 | $4,172,738 | |
| 7 | FICO |
Fair Isaac Corp
|
3,134 | $3,744,440 | |
| 8 | YOU |
Clear Secure, Inc.
|
54,478 | $3,036,058 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,217,600 | 52,455 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,102,909 | 80,907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,045,033 | 56,793 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,740,689 | 62,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,601,777 | 49,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,302,790 | 30,939 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,637,395 | 28,826 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $6,179,824 | 22,578 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,868,050 | 22,824 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,783,258 | 19,202 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,945,979 | 18,796 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,253,605 | 16,045 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,501,211 | 16,573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,051,040 | 15,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,509,398 | 18,926 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,868,457 | 19,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,892,678 | 11,468 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,955,124 | 23,338 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,085,141 | 20,010 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,995,872 | 18,420 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,567,604 | 18,699 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,986,493 | 9,376 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,155,571 | 8,577 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,256,202 | 12,044 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,063,724 | 7,388 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||