Position in CRM
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$37,894
-$16,412 QoQ
Shares Held
203
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026McIlrath & Eck, LLC holds $799,553 across 18 Software - Application names. CRM ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
3,155 | $213,183 | |
| 2 | SHOP |
Shopify Inc.
|
1,657 | $196,553 | |
| 3 | INTU |
Intuit Inc.
|
250 | $108,095 | |
| 4 | ADP |
Automatic Data Processing Inc
|
472 | $95,900 | |
| 5 | ADBE |
Adobe Inc.
|
296 | $71,951 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
203 | $37,894 | |
| 7 | NICE |
NICE Ltd.
|
148 | $16,318 | |
| 8 | WDAY |
Workday, Inc.
|
125 | $16,240 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,894 | 203 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $54,306 | 205 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $48,585 | 205 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $59,719 | 219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,892 | 212 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $148,108 | 443 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $74,449 | 272 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $67,617 | 263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,645 | 208 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,470 | 188 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,122 | 188 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $53,026 | 251 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $62,131 | 311 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $41,500 | 313 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $47,898 | 333 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $54,958 | 333 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $102,338 | 482 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $85,641 | 337 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $95,469 | 352 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $85,494 | 350 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $80,298 | 379 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $91,459 | 411 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $90,475 | 360 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $72,684 | 388 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $72,997 | 507 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||