Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,690,831
-$5,543,004 QoQ
Shares Held
10,793
-72.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,009
of 2,450 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)
Derivatives in CRM
reported options exposure · as of Mar 31, 2023CallValue
$7,115
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Moors & Cabot, Inc. holds $21,753,363 across 16 Software - Application names. CRM ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
50,750 | $5,038,460 | |
| 2 | UBER |
Uber Technologies, Inc
|
63,414 | $4,575,954 | |
| 3 | MSTR |
Strategy Inc
|
40,508 | $3,521,360 | |
| 4 | U |
Unity Software Inc.
|
80,762 | $2,308,177 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
10,793 | $1,690,831 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,795 | $1,073,840 | |
| 7 | PAYX |
Paychex Inc
|
7,446 | $732,165 | |
| 8 | TYL |
Tyler Technologies Inc
|
2,126 | $621,769 |
All Filings in CRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690,831 | 10,793 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,233,835 | 38,752 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,995,849 | 37,733 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,252,954 | 39,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,713,444 | 39,288 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,422,565 | 38,838 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,500,579 | 40,381 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,979,329 | 40,113 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,007,360 | 38,924 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,550,855 | 38,352 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,388,308 | 35,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,272,501 | 35,864 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,721,975 | 36,552 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,418,230 | 37,132 | Shares | Sole | 2023-05-05 | |
| 2023-03-31 | $7,115 | 10,000 | Call | Sole | 2023-05-05 | |
| 2022-12-31 | $5,265 | 300 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $5,054,728 | 38,123 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,602,855 | 38,952 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,392,659 | 38,734 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,280,055 | 38,998 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $508 | 2 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $10,839,152 | 42,652 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,209,793 | 41,331 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $9,559,017 | 39,133 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,297,888 | 39,165 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,406,688 | 33,284 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,470,489 | 33,704 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,211,520 | 27,820 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,281,880 | 22,794 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||