Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$66,737
+$8,870 QoQ
Shares Held
426
+37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,185
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026West Branch Capital LLC holds $213,270 across 8 Software - Application names. CRM ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
426 | $66,737 | |
| 2 | ADBE |
Adobe Inc.
|
272 | $55,765 | |
| 3 | NOW |
ServiceNow, Inc.
|
535 | $53,114 | |
| 4 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
142 | $8,811 | |
| 6 | UBER |
Uber Technologies, Inc
|
7 | $505 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5 | $431 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1 | $375 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,737 | 426 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $57,867 | 310 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,825,229 | 6,890 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,785,795 | 7,535 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,835,749 | 6,732 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,575,541 | 5,871 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,411,875 | 4,223 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $724,510 | 2,647 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $441,697 | 1,718 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $416,833 | 1,384 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $187,618 | 713 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $54,345 | 268 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $55,983 | 265 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,195 | 21 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,784 | 21 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,144,391 | 7,956 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,303,650 | 7,899 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,686,245 | 7,942 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,104,450 | 8,281 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,214,240 | 8,164 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,994,953 | 8,167 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,707,460 | 8,059 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,933,340 | 8,688 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,177,436 | 8,664 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,609,164 | 8,590 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,091,656 | 7,582 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||