Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,005,051
+$321,705 QoQ
Shares Held
44,715
+24.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#552
of 2,457 holders
Holding Since
Mar 2020
21 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, 2026Stamos Capital Partners, L.P. holds $25,711,268 across 6 Software - Application names. CRM ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
44,715 | $7,005,051 | |
| 2 | ADBE |
Adobe Inc.
|
22,985 | $4,712,384 | |
| 3 | ADP |
Automatic Data Processing Inc
|
19,091 | $4,275,429 | |
| 4 | NOW |
ServiceNow, Inc.
|
39,040 | $3,875,891 | |
| 5 | UBER |
Uber Technologies, Inc
|
53,601 | $3,867,848 | |
| 6 | SNOW |
Snowflake Inc.
|
7,759 | $1,974,665 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,005,051 | 44,715 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,683,346 | 35,803 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,227,733 | 19,734 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,315,059 | 18,207 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,871,652 | 14,198 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,989,621 | 7,414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,501,141 | 4,490 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,835,635 | 10,360 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,393,601 | 9,310 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,463,734 | 4,860 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,542,000 | 5,860 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,011,577 | 9,920 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,966,830 | 9,310 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,022,671 | 15,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,006,086 | 15,130 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,719,702 | 25,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,059,556 | 6,420 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $851,403 | 4,010 | Shares | Sole | 2022-05-13 | |
| 2020-09-30 | $678,564 | 2,700 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $505,791 | 2,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,456,357 | 10,115 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||