Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,312,301
+$586,199 QoQ
Shares Held
40,293
+31.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#567
of 2,451 holders
Holding Since
Mar 2021
17 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, 2026Fortis Capital Management LLC holds $42,665,923 across 8 Software - Application names. CRM ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
115,941 | $8,366,302 | |
| 2 | SHOP |
Shopify Inc.
|
57,742 | $6,592,981 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
40,293 | $6,312,301 | |
| 4 | NOW |
ServiceNow, Inc.
|
59,638 | $5,920,860 | |
| 5 | FICO |
Fair Isaac Corp
|
4,493 | $5,368,146 | |
| 6 | ADSK |
Autodesk, Inc.
|
26,654 | $5,182,070 | |
| 7 | INTU |
Intuit Inc.
|
17,675 | $4,613,175 | |
| 8 | DDOG |
Datadog, Inc.
|
1,191 | $310,088 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,312,301 | 40,293 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,726,102 | 30,675 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,328,735 | 27,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,210,822 | 26,206 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,480,477 | 23,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,168,435 | 15,533 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,663,234 | 13,948 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,951,688 | 10,784 | Shares | Sole | 2024-11-06 | |
| 2023-03-31 | $1,090,599 | 5,459 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $564,435 | 4,257 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $628,868 | 4,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $693,333 | 4,201 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,651,294 | 21,907 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $914,613 | 3,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,887,408 | 10,646 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,622,482 | 10,736 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,092,004 | 9,874 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||