Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,175,105
-$4,735,472 QoQ
Shares Held
109,633
-6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#356
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ethic Inc. holds $168,310,453 across 36 Software - Application names. CRM ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
87,694 | $19,639,071 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
109,633 | $17,175,105 | |
| 3 | UBER |
Uber Technologies, Inc
|
230,468 | $16,630,570 | |
| 4 | NOW |
ServiceNow, Inc.
|
142,945 | $14,191,579 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
36,289 | $13,619,987 | |
| 6 | SAP |
Sap SE
|
70,908 | $10,927,631 | |
| 7 | DDOG |
Datadog, Inc.
|
38,047 | $9,905,916 | |
| 8 | ADBE |
Adobe Inc.
|
42,689 | $8,752,098 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,175,105 | 109,633 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,910,577 | 117,376 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,259,274 | 106,675 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $24,263,823 | 102,379 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,041,803 | 102,834 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $28,087,899 | 104,665 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,267,172 | 99,504 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,877,502 | 83,583 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,734,067 | 88,425 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,173,527 | 83,583 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,424,663 | 77,619 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,628,346 | 72,139 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,448,600 | 63,659 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,040,641 | 55,264 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,395,623 | 33,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,205,257 | 43,140 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,057,935 | 42,765 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,940,768 | 37,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,995,946 | 31,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,357,384 | 27,127 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,427,435 | 22,219 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,474,244 | 16,398 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,773,613 | 12,464 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,566,228 | 10,211 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,300,070 | 6,940 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $749,415 | 5,205 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||