Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$297,027
-$115,327 QoQ
Shares Held
1,896
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,844
of 2,451 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Csenge Advisory Group holds $4,490,343 across 11 Software - Application names. CRM ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
8,679 | $853,406 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,564 | $834,458 | |
| 3 | MSTR |
Strategy Inc
|
6,784 | $589,733 | |
| 4 | SHOP |
Shopify Inc.
|
3,610 | $412,189 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,535 | $343,763 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,140 | $311,739 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,896 | $297,027 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
734 | $275,484 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,027 | 1,896 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $412,354 | 2,209 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $900,958 | 3,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $734,700 | 3,100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,016,588 | 3,728 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,043,115 | 3,887 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,270,119 | 3,799 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,223,209 | 4,469 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,095,246 | 4,260 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,125,208 | 3,736 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $881,255 | 3,349 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $449,563 | 2,217 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $422,520 | 2,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $329,037 | 1,647 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $251,720 | 1,750 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $327,109 | 1,982 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $695,135 | 3,274 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $711,309 | 2,799 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $804,438 | 2,966 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $683,711 | 2,799 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $633,703 | 2,991 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $866,086 | 3,892 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||