Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,984,412
-$5,029,118 QoQ
Shares Held
38,200
-35.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#577
of 2,414 holders
Holding Since
Jun 2024
9 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, 2026DNCA FINANCE holds $53,481,264 across 9 Software - Application names. CRM ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
39,900 | $10,154,550 | |
| 2 | NOW |
ServiceNow, Inc.
|
91,150 | $9,049,372 | |
| 3 | UBER |
Uber Technologies, Inc
|
102,600 | $7,403,616 | |
| 4 | DDOG |
Datadog, Inc.
|
27,400 | $7,133,864 | |
| 5 | SHOP |
Shopify Inc.
|
56,500 | $6,451,170 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
38,200 | $5,984,412 | |
| 7 | ADSK |
Autodesk, Inc.
|
23,450 | $4,559,149 | |
| 8 | PCOR |
Procore Technologies, Inc.
|
62,550 | $2,540,781 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,984,412 | 38,200 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,013,530 | 59,000 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $17,378,096 | 65,600 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,547,200 | 65,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,462,343 | 34,700 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,662,396 | 21,100 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,400,653 | 34,100 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,251,398 | 33,800 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,284,000 | 40,000 | Shares | Defined | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||