Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,952,492
-$2,481,196 QoQ
Shares Held
82,679
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#415
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026One Capital Management, LLC holds $42,527,595 across 14 Software - Application names. CRM ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
82,679 | $12,952,492 | |
| 2 | ADBE |
Adobe Inc.
|
41,617 | $8,532,317 | |
| 3 | SAP |
Sap SE
|
41,915 | $6,459,520 | |
| 4 | DAVE |
Dave Inc./DE
|
11,593 | $4,319,435 | |
| 5 | IDCC |
InterDigital, Inc.
|
10,133 | $2,868,956 | |
| 6 | YOU |
Clear Secure, Inc.
|
36,918 | $2,057,440 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
34,641 | $1,666,232 | |
| 8 | BSY |
Bentley Systems Inc
|
48,127 | $1,438,516 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,952,492 | 82,679 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,433,688 | 82,679 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,954,575 | 71,551 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,111,260 | 67,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,029,217 | 62,449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,095,518 | 56,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,198,919 | 54,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,082,378 | 58,757 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,909,367 | 54,101 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,432,545 | 47,920 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,163,578 | 50,025 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,447,631 | 51,522 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,711,515 | 50,703 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,517,617 | 52,646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,884,868 | 51,926 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $547,023 | 3,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $609,492 | 3,693 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $701,717 | 3,305 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $994,918 | 3,915 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $734,192 | 2,707 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $706,673 | 2,893 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $523,530 | 2,471 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $526,505 | 2,366 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $437,045 | 1,739 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $293,171 | 1,565 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $508,969 | 3,535 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||