Hamilton Point Investment Advisors, LLC
Position in CRM — Salesforce, Inc.
CIK 1599746
CHAPEL HILL, NC
Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,172,286
-$1,075,745 QoQ
Shares Held
33,016
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#633
of 2,451 holders
Holding Since
Sep 2025
4 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, 2026Hamilton Point Investment Advisors, LLC holds $26,664,916 across 7 Software - Application names. CRM ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
39,089 | $8,753,981 | |
| 2 | ROP |
Roper Technologies Inc
|
15,792 | $5,343,854 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
33,016 | $5,172,286 | |
| 4 | ADBE |
Adobe Inc.
|
17,840 | $3,657,556 | |
| 5 | PAYX |
Paychex Inc
|
30,501 | $2,999,163 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,437 | $420,265 | |
| 7 | FICO |
Fair Isaac Corp
|
266 | $317,811 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,172,286 | 33,016 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,248,031 | 33,471 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,850,113 | 33,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,913,430 | 33,390 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||