Position in CRM
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,031,538
-$320,297 QoQ
Shares Held
5,526
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $5,253,553 across 8 Software - Application names. CRM ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,815 | $1,065,642 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,526 | $1,031,538 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,894 | $932,223 | |
| 4 | ADP |
Automatic Data Processing Inc
|
4,358 | $885,458 | |
| 5 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $620,802 | |
| 6 | SAP |
Sap SE
|
1,708 | $292,426 | |
| 7 | ADBE |
Adobe Inc.
|
903 | $219,501 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,970 | $205,963 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||