Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,971
-$35,526 QoQ
Shares Held
1,302
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,058
of 2,451 holders
Holding Since
Sep 2025
4 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, 2026ISTHMUS PARTNERS, LLC holds $26,876,275 across 7 Software - Application names. CRM ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
126,941 | $12,482,108 | |
| 2 | ADBE |
Adobe Inc.
|
32,986 | $6,762,789 | |
| 3 | DFIN |
Donnelley Financial Solutions, Inc.
|
76,464 | $3,207,664 | |
| 4 | APPF |
Appfolio Inc
|
11,995 | $1,923,398 | |
| 5 | PAYC |
Paycom Software, Inc.
|
14,802 | $1,860,315 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,947 | $436,030 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,302 | $203,971 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,971 | 1,302 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $239,497 | 1,283 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $339,879 | 1,283 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $304,071 | 1,283 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||