Stone House Investment Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1696497 TUNKHANNOCK, PA

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$32,898

-$8,169 QoQ

Shares Held

210

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,237

of 2,443 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Stone House Investment Management, LLC holds $249,543 across 34 Software - Application names. CRM ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,259	$90,849
2	CRM	Salesforce, Inc. This page	210	$32,898
3	SHOP	Shopify Inc.	279	$31,856
4	ADP	Automatic Data Processing Inc	115	$25,754
5	PAYX	Paychex Inc	207	$20,354
6	DDOG	Datadog, Inc.	52	$13,538
7	FSLY	Fastly, Inc.	226	$4,149
8	SRAD	Sportradar Group AG	267	$3,996

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,898	210	-4.5%	Shares	Sole	2026-08-05
2026-03-31	$41,067	220	-17.0%	Shares	Sole	2026-04-22
2025-12-31	$70,201	265	-2.9%	Shares	Sole	2026-01-21
2025-09-30	$64,701	273	-4.2%	Shares	Sole	2025-10-27
2025-06-30	$77,716	285	-34.8%	Shares	Sole	2025-08-06
2025-03-31	$117,273	437	+13.5%	Shares	Sole	2025-05-13
2024-09-30	$105,378	385	0.0%	Shares	Sole	2024-11-13
2024-06-30	$98,983	385	-8.3%	Shares	Sole	2024-08-14
2024-03-31	$126,495	420	+2233.3%	Shares	Sole	2024-05-15
2023-12-31	$4,736	18	-55.0%	Shares	Sole	2024-01-31
2023-06-30	$8,450	40	0.0%	Shares	Sole	2023-08-11
2023-03-31	$7,991	40	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.