Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$828,731
-$202,807 QoQ
Shares Held
5,290
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,310
of 2,457 holders
Holding Since
Dec 2020
19 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, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. CRM ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,445 | $242,739 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,731 | 5,290 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,031,538 | 5,526 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,351,835 | 5,103 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,272,453 | 5,369 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $821,069 | 3,011 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $775,023 | 2,888 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $813,759 | 2,434 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $642,944 | 2,349 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $514,971 | 2,003 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $586,397 | 1,947 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $371,290 | 1,411 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $284,500 | 1,403 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $300,622 | 1,423 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $277,893 | 1,391 | Shares | Sole | 2023-04-25 | |
| 2021-12-31 | $336,213 | 1,323 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $358,824 | 1,323 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $284,574 | 1,165 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $268,015 | 1,265 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $225,867 | 1,015 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||