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Equibles

Caprock Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1610769 BOISE, ID
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,930,481
-$2,420,974 QoQ
Shares Held
18,706
-34.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#818
of 2,465 holders
Holding Since
Mar 2020
25 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, 2026

Caprock Group, LLC holds $72,214,730 across 35 Software - Application names. CRM ranks #7 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CHYM
Chime Financial, Inc.
 544,673 $11,154,903
2 UBER
Uber Technologies, Inc
 102,471 $7,394,307
3 ADP
Automatic Data Processing Inc
 22,696 $5,082,769
4 CDNS
Cadence Design Systems Inc
 11,495 $4,314,303
5 DDOG
Datadog, Inc.
 13,807 $3,594,790
6 DJCO
Daily Journal Corp
 5,576 $3,352,235
7 CRM
Salesforce, Inc.
This page 		18,706 $2,930,481
8 FICO
Fair Isaac Corp
 2,360 $2,819,680

All Filings in CRM

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,930,481 18,706
2026-03-31 $5,351,455 28,668
2025-12-31 $8,568,778 32,346
2025-09-30 $10,185,312 42,976
2025-03-31 $11,267,094 41,985
2024-12-31 $12,485,888 37,346
2024-09-30 $9,071,296 33,142
2024-06-30 $8,631,104 33,571
2024-03-31 $5,626,042 18,680
2023-12-31 $4,775,727 18,149
2023-09-30 $3,411,165 16,822
2023-06-30 $3,274,741 15,501
2023-03-31 $3,186,091 15,948
2022-12-31 $1,658,435 12,508
2022-09-30 $2,222,903 15,454
2022-06-30 $2,600,040 15,754
2022-03-31 $3,188,409 15,017
2021-12-31 $3,739,268 14,714
2021-09-30 $3,968,491 14,632
2021-06-30 $3,225,096 13,203
2021-03-31 $2,854,524 13,473
2020-12-31 $3,439,646 15,457
2020-09-30 $3,816,545 15,186
2020-06-30 $2,284,864 12,197
2020-03-31 $1,537,994 10,682