Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,841,812
-$30,191,311 QoQ
Shares Held
18,140
-89.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#824
of 2,443 holders
Holding Since
Mar 2021
22 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, 2026NorthCoast Asset Management LLC holds $81,835,255 across 17 Software - Application names. CRM ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
322,954 | $23,304,360 | |
| 2 | NOW |
ServiceNow, Inc.
|
225,224 | $22,360,238 | |
| 3 | INTU |
Intuit Inc.
|
49,641 | $12,956,301 | |
| 4 | SNOW |
Snowflake Inc.
|
19,367 | $4,928,901 | |
| 5 | ROP |
Roper Technologies Inc
|
8,959 | $3,031,636 | |
| 6 | ADBE |
Adobe Inc.
|
14,279 | $2,927,480 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
18,140 | $2,841,812 | |
| 8 | ADSK |
Autodesk, Inc.
|
10,087 | $1,961,114 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,812 | 18,140 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,033,123 | 176,960 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,691,924 | 142,282 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $177,087,585 | 747,205 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $143,417,760 | 525,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $104,913,195 | 390,942 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $177,769,278 | 531,718 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $171,124,860 | 625,205 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $155,284,543 | 603,985 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $153,795,759 | 510,644 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $131,699,201 | 500,491 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $101,734,320 | 501,698 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $135,121,262 | 639,597 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $104,308,933 | 522,119 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $70,808,893 | 534,044 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $85,662,761 | 595,542 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $89,780,604 | 543,993 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $103,492,199 | 487,435 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $11,029,750 | 43,402 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $76,239,942 | 281,100 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $68,501,368 | 280,433 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,211,629 | 109,556 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||