Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$700,896
+$276,409 QoQ
Shares Held
4,474
+96.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,390
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026True North Advisors, LLC holds $6,934,621 across 8 Software - Application names. CRM ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
8,211 | $1,683,419 | |
| 2 | PAYX |
Paychex Inc
|
17,019 | $1,673,478 | |
| 3 | UBER |
Uber Technologies, Inc
|
18,729 | $1,351,484 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,717 | $832,422 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,474 | $700,896 | |
| 6 | SNOW |
Snowflake Inc.
|
995 | $253,227 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,414 | $239,661 | |
| 8 | SAP |
Sap SE
|
1,298 | $200,034 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,896 | 4,474 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $424,487 | 2,274 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $655,652 | 2,475 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,477,124 | 10,452 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,907,693 | 10,663 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,100,899 | 11,555 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,663,569 | 13,949 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $493,499 | 1,803 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $468,179 | 1,821 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $568,627 | 1,888 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $551,541 | 2,096 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $341,278 | 1,683 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $353,649 | 1,674 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $286,684 | 1,435 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $206,266 | 1,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,567 | 1,803 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $356,909 | 1,681 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $605,337 | 2,382 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $618,924 | 2,282 | Shares | Sole | 2022-06-07 | |
| 2021-06-30 | $393,030 | 1,609 | Shares | Sole | 2022-06-07 | |
| 2021-03-31 | $319,711 | 1,509 | Shares | Sole | 2022-06-07 | |
| 2020-12-31 | $408,565 | 1,836 | Shares | Sole | 2022-05-20 | |
| 2020-09-30 | $456,648 | 1,817 | Shares | Sole | 2022-05-20 | |
| 2020-06-30 | $305,347 | 1,630 | Shares | Sole | 2022-05-20 | |
| 2020-03-31 | $239,726 | 1,665 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||