Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$349,195
-$20,971 QoQ
Shares Held
2,229
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,759
of 2,461 holders
Holding Since
Mar 2022
9 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 Jun 30, 2026Triumph Capital Management holds $4,931,037 across 33 Software - Application names. CRM ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,266 | $1,318,074 | |
| 2 | NOW |
ServiceNow, Inc.
|
11,671 | $1,158,696 | |
| 3 | SNOW |
Snowflake Inc.
|
2,532 | $644,394 | |
| 4 | SHOP |
Shopify Inc.
|
4,924 | $562,222 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,229 | $349,195 | |
| 6 | ADBE |
Adobe Inc.
|
1,358 | $278,417 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
519 | $194,791 | |
| 8 | INTU |
Intuit Inc.
|
458 | $119,538 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,195 | 2,229 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $370,166 | 1,983 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $383,589 | 1,448 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $329,193 | 1,389 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $272,417 | 999 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $992,126 | 3,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $656,624 | 1,964 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $295,665 | 1,150 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $233,339 | 1,099 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||