Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$343,868
-$67,179 QoQ
Shares Held
2,195
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,763
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Great Diamond Partners, LLC holds $6,880,946 across 7 Software - Application names. CRM ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,881 | $2,660,749 | |
| 2 | PAYX |
Paychex Inc
|
23,989 | $2,358,838 | |
| 3 | INTU |
Intuit Inc.
|
1,650 | $430,650 | |
| 4 | ROP |
Roper Technologies Inc
|
1,264 | $427,724 | |
| 5 | SHOP |
Shopify Inc.
|
3,588 | $409,677 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
2,195 | $343,868 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,283 | $249,440 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,868 | 2,195 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $411,047 | 2,202 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $751,814 | 2,838 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $696,543 | 2,939 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $905,058 | 3,319 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $832,721 | 3,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,110,644 | 3,322 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $916,654 | 3,349 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,175,461 | 4,572 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,420,666 | 4,717 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,235,179 | 4,694 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $926,096 | 4,567 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,049,328 | 4,967 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $762,760 | 3,818 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $365,815 | 2,759 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $583,271 | 4,055 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $688,876 | 4,174 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $845,882 | 3,984 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,111,818 | 4,375 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,141,836 | 4,210 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,017,384 | 4,165 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,081,596 | 5,105 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,131,787 | 5,086 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,299,073 | 5,169 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $978,799 | 5,225 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $407,895 | 2,833 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||