Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$463,086
-$72,283 QoQ
Shares Held
2,956
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#560
of 968 holders
Holding Since
Dec 2020
10 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, 2026Kathmere Capital Management, LLC holds $8,752,658 across 19 Software - Application names. CRM ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
9,654 | $2,162,013 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,614 | $981,086 | |
| 3 | SAP |
Sap SE
|
4,589 | $707,210 | |
| 4 | PAYX |
Paychex Inc
|
6,421 | $631,376 | |
| 5 | SHOP |
Shopify Inc.
|
4,652 | $531,165 | |
| 6 | ZM |
Zoom Communications, Inc.
|
5,718 | $493,520 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
2,956 | $463,086 | |
| 8 | UBER |
Uber Technologies, Inc
|
6,244 | $450,567 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,086 | 2,956 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $535,369 | 2,868 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $396,570 | 1,497 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $252,642 | 1,066 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $562,014 | 2,061 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $320,153 | 1,193 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $355,727 | 1,064 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $270,425 | 988 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $227,390 | 755 | Shares | Sole | 2024-04-16 | |
| 2020-12-31 | $4,673 | 21 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||