Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$952,336
-$1,606,349 QoQ
Shares Held
6,079
-55.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,251
of 2,447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $2,755,869 across 54 Software - Application names. CRM ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
6,079 | $952,336 | |
| 2 | INTU |
Intuit Inc.
|
2,949 | $769,689 | |
| 3 | ADBE |
Adobe Inc.
|
1,018 | $208,710 | |
| 4 | ADP |
Automatic Data Processing Inc
|
857 | $191,925 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
316 | $118,601 | |
| 6 | NOW |
ServiceNow, Inc.
|
826 | $82,005 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,021 | $73,675 | |
| 8 | PAYX |
Paychex Inc
|
693 | $68,142 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,336 | 6,079 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,558,685 | 13,707 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,547,674 | 13,392 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $3,125,082 | 13,186 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $2,830,794 | 10,381 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,884,064 | 10,747 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,411,837 | 10,205 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,811,001 | 10,270 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,201,033 | 8,561 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,550,994 | 8,470 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $274,981 | 1,045 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $203,996 | 1,006 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $180,204 | 853 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $158,225 | 792 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $49,190 | 371 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $81,269 | 565 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $92,587 | 561 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $98,941 | 466 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $135,451 | 533 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $135,881 | 501 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $94,776 | 388 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $25,424 | 120 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $22,475 | 101 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $25,383 | 101 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,920 | 101 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $14,541 | 101 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||