Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,824,932
-$214,811 QoQ
Shares Held
11,649
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#973
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, 2026MATTERN CAPITAL MANAGEMENT, LLC holds $42,239,436 across 7 Software - Application names. CRM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
50,215 | $11,245,649 | |
| 2 | PAYX |
Paychex Inc
|
107,571 | $10,577,456 | |
| 3 | ROP |
Roper Technologies Inc
|
29,027 | $9,822,446 | |
| 4 | INTU |
Intuit Inc.
|
25,820 | $6,739,020 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
11,649 | $1,824,932 | |
| 6 | TYL |
Tyler Technologies Inc
|
5,547 | $1,622,275 | |
| 7 | WDAY |
Workday, Inc.
|
3,330 | $407,658 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,824,932 | 11,649 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,039,743 | 10,927 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,319,251 | 4,980 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $884,958 | 3,734 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||