Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$371,754
-$97,907 QoQ
Shares Held
2,373
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,707
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026Telos Capital Management, Inc. holds $9,920,802 across 2 Software - Application names. CRM ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
96,183 | $9,549,048 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,373 | $371,754 |
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,754 | 2,373 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $469,661 | 2,516 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $405,312 | 1,530 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $368,535 | 1,555 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $527,927 | 1,936 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $416,763 | 1,553 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $597,782 | 1,788 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $523,059 | 1,911 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $550,194 | 2,140 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $674,643 | 2,240 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $649,429 | 2,468 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||