Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,008
-$5,046 QoQ
Shares Held
249
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,227
of 2,451 holders
Holding Since
Mar 2020
13 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, 2026Founders Capital Management holds $1,387,776 across 8 Software - Application names. CRM ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
5,975 | $1,224,994 | |
| 2 | ROP |
Roper Technologies Inc
|
170 | $57,526 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
249 | $39,008 | |
| 4 | NOW |
ServiceNow, Inc.
|
241 | $23,926 | |
| 5 | PAYX |
Paychex Inc
|
157 | $15,437 | |
| 6 | FSLY |
Fastly, Inc.
|
600 | $11,016 | |
| 7 | SAP |
Sap SE
|
56 | $8,630 | |
| 8 | MNDY |
monday.com Ltd.
|
100 | $7,239 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,008 | 249 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $44,054 | 236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $62,518 | 236 | Shares | Sole | 2026-01-15 | |
| 2022-12-31 | $39,777 | 300 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $43,152 | 300 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $49,512 | 300 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $63,696 | 300 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $76,239 | 300 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $81,366 | 300 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $73,281 | 300 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $63,561 | 300 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $66,759 | 300 | Shares | Sole | 2021-01-12 | |
| 2020-03-31 | $35,995 | 250 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||