Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,072,141
+$881,560 QoQ
Shares Held
13,227
+107.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#931
of 2,451 holders
Holding Since
Mar 2020
23 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Summit Global Investments holds $14,087,297 across 17 Software - Application names. CRM ranks #1 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
13,227 | $2,072,141 | |
| 2 | INTU |
Intuit Inc.
|
5,732 | $1,496,052 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,512 | $1,458,362 | |
| 4 | ADBE |
Adobe Inc.
|
6,831 | $1,400,491 | |
| 5 | ROP |
Roper Technologies Inc
|
3,024 | $1,023,291 | |
| 6 | ZM |
Zoom Communications, Inc.
|
11,049 | $953,639 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
2,291 | $859,858 | |
| 8 | SPSC |
Sps Commerce Inc
|
14,478 | $827,707 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,072,141 | 13,227 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,190,581 | 6,378 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,722,709 | 6,503 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $818,361 | 3,453 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $980,865 | 3,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $965,290 | 3,597 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $8,003,191 | 23,938 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,550,427 | 23,932 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $574,104 | 2,233 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $399,967 | 1,328 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $388,920 | 1,478 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,470,510 | 86,155 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $302,524 | 1,432 | Shares | Sole | 2023-07-19 | |
| 2022-06-30 | $495,450 | 3,002 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,144,192 | 5,389 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,367,981 | 5,383 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,381,052 | 5,092 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,822,498 | 7,461 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $1,594,957 | 7,528 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $3,841,312 | 17,262 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,970,353 | 15,798 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,896,871 | 15,464 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,319,576 | 9,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||