Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$82,403
-$15,785 QoQ
Shares Held
526
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,158
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Osbon Capital Management LLC holds $923,953 across 21 Software - Application names. CRM ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,162 | $238,233 | |
| 2 | DDOG |
Datadog, Inc.
|
849 | $221,045 | |
| 3 | SHOP |
Shopify Inc.
|
1,473 | $168,187 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
526 | $82,403 | |
| 5 | ADP |
Automatic Data Processing Inc
|
201 | $45,013 | |
| 6 | SNOW |
Snowflake Inc.
|
143 | $36,393 | |
| 7 | INTU |
Intuit Inc.
|
101 | $26,361 | |
| 8 | UBER |
Uber Technologies, Inc
|
301 | $21,720 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,403 | 526 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $98,188 | 526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,342 | 526 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||