Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,719,068
+$8,096,389 QoQ
Shares Held
81,189
+365.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#417
of 2,451 holders
Holding Since
Jun 2022
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, 2026Prana Capital Management, LP holds $72,896,581 across 7 Software - Application names. CRM ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
400,110 | $39,342,816 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
241,711 | $14,998,167 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
81,189 | $12,719,068 | |
| 4 | FICO |
Fair Isaac Corp
|
2,000 | $2,389,560 | |
| 5 | WDAY |
Workday, Inc.
|
11,444 | $1,400,974 | |
| 6 | SHOP |
Shopify Inc.
|
9,304 | $1,062,330 | |
| 7 | NOW |
ServiceNow, Inc.
|
9,908 | $983,666 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,719,068 | 81,189 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,622,679 | 17,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,065,078 | 4,494 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $12,815,263 | 47,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,136,885 | 30,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $839,468 | 3,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,890,970 | 7,355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,888,617 | 9,591 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,532,205 | 7,556 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,730,008 | 8,189 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $452,102 | 2,263 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,235,968 | 22,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $982,813 | 5,955 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||