Position in CRM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,179,754
-$101,615 QoQ
Shares Held
6,320
+30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Anchor Investment Management, LLC holds $14,238,422 across 24 Software - Application names. CRM ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,572 | $4,271,401 | |
| 2 | ADP |
Automatic Data Processing Inc
|
14,531 | $2,952,408 | |
| 3 | INTU |
Intuit Inc.
|
2,769 | $1,197,260 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,320 | $1,179,754 | |
| 5 | PAYX |
Paychex Inc
|
12,696 | $1,169,555 | |
| 6 | WDAY |
Workday, Inc.
|
8,673 | $1,126,796 | |
| 7 | SHOP |
Shopify Inc.
|
8,557 | $1,015,031 | |
| 8 | UBER |
Uber Technologies, Inc
|
10,396 | $747,784 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,754 | 6,320 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,281,369 | 4,837 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,101,102 | 4,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,102,758 | 4,044 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,043,115 | 3,887 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,271,791 | 3,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,174,215 | 4,290 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $953,583 | 3,709 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,058,346 | 3,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $899,149 | 3,417 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $589,278 | 2,906 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $534,065 | 2,528 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $459,693 | 2,301 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $326,834 | 2,465 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $373,984 | 2,600 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $391,144 | 2,370 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $462,432 | 2,178 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $574,587 | 2,261 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $628,687 | 2,318 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $523,959 | 2,145 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $424,587 | 2,004 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $251,013 | 1,128 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $213,119 | 848 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $143,682 | 767 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $70,982 | 493 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||