Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$69,279,125
-$2,998,752 QoQ
Shares Held
442,226
+14.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#159
of 2,451 holders
Holding Since
Sep 2025
4 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, 2026Value Partners Investments Inc. holds $200,969,779 across 7 Software - Application names. CRM ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
442,226 | $69,279,125 | |
| 2 | ADP |
Automatic Data Processing Inc
|
296,491 | $66,399,159 | |
| 3 | OTEX |
Open Text Corp
|
2,415,779 | $53,509,504 | |
| 4 | SAP |
Sap SE
|
66,045 | $10,178,194 | |
| 5 | BSY |
Bentley Systems Inc
|
20,196 | $603,658 | |
| 6 | ROP |
Roper Technologies Inc
|
1,529 | $517,398 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
6,972 | $482,741 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,279,125 | 442,226 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $72,277,877 | 387,196 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $58,697,698 | 221,576 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $44,806,983 | 189,059 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||