Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$389,926
-$74,695 QoQ
Shares Held
2,489
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,695
of 2,457 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $7,344,513 across 11 Software - Application names. CRM ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
13,600 | $1,552,848 | |
| 2 | NOW |
ServiceNow, Inc.
|
14,928 | $1,482,051 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,507 | $1,009,342 | |
| 4 | ADSK |
Autodesk, Inc.
|
5,065 | $984,737 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,192 | $447,381 | |
| 6 | INTU |
Intuit Inc.
|
1,547 | $403,767 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
2,489 | $389,926 | |
| 8 | ROP |
Roper Technologies Inc
|
985 | $333,314 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,926 | 2,489 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $464,621 | 2,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $622,538 | 2,350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $513,105 | 2,165 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $593,646 | 2,177 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $478,485 | 1,783 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $587,083 | 1,756 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||