Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$853,483
-$335,231 QoQ
Shares Held
5,448
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,301
of 2,457 holders
Holding Since
Jun 2020
25 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, 2026CERTUITY, LLC holds $16,570,020 across 21 Software - Application names. CRM ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
64,719 | $4,670,123 | |
| 2 | SHOP |
Shopify Inc.
|
23,975 | $2,737,465 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,410 | $987,619 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,448 | $853,483 | |
| 5 | ZM |
Zoom Communications, Inc.
|
8,156 | $703,944 | |
| 6 | ADBE |
Adobe Inc.
|
3,347 | $686,201 | |
| 7 | PCTY |
Paylocity Holding Corp
|
6,259 | $654,253 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,383 | $519,067 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,483 | 5,448 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,188,714 | 6,368 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,726,418 | 6,517 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,583,871 | 6,683 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,837,385 | 6,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,866,980 | 6,957 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,306,208 | 6,898 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,935,129 | 7,070 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,776,561 | 6,910 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,938,394 | 6,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,040,124 | 7,753 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,424,935 | 7,027 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,129,395 | 5,346 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $984,515 | 4,928 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $672,231 | 5,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $685,253 | 4,764 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $749,281 | 4,540 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $970,090 | 4,569 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $918,171 | 3,613 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $1,933,527 | 7,129 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,597,281 | 6,539 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,310,204 | 6,184 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,076,155 | 4,836 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $847,451 | 3,372 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $358,174 | 1,912 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||