Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,453,608
+$2,229,604 QoQ
Shares Held
15,662
+1205.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#871
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $87,651,713 across 9 Software - Application names. CRM ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
103,486 | $21,216,699 | |
| 2 | INTU |
Intuit Inc.
|
64,464 | $16,825,104 | |
| 3 | UBER |
Uber Technologies, Inc
|
171,290 | $12,360,286 | |
| 4 | ADSK |
Autodesk, Inc.
|
62,739 | $12,197,716 | |
| 5 | ADP |
Automatic Data Processing Inc
|
51,211 | $11,468,703 | |
| 6 | PAYX |
Paychex Inc
|
86,341 | $8,489,910 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
15,662 | $2,453,608 | |
| 8 | DUOL |
Duolingo, Inc.
|
17,351 | $1,995,712 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,453,608 | 15,662 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $224,004 | 1,200 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $807,975 | 3,050 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $722,850 | 3,050 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,865,559 | 43,513 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,964,565 | 33,405 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,073,640 | 39,104 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,760,634 | 39,314 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,018,611 | 11,741 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $720,723 | 2,393 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $603,380 | 2,293 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $464,974 | 2,293 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $540,825 | 2,560 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $710,217 | 3,555 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $785,595 | 5,925 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,719,607 | 11,955 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,511,578 | 15,218 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,974,842 | 18,721 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,911,316 | 19,326 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,283,919 | 15,795 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,681,066 | 6,882 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,241,981 | 5,862 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,348,976 | 6,062 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,510,935 | 6,012 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,121,170 | 5,985 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $896,275 | 6,225 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||