Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,138,448
-$672,589 QoQ
Shares Held
32,800
+5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#635
of 2,443 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vise Technologies, Inc. holds $61,790,466 across 47 Software - Application names. CRM ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
133,863 | $9,659,554 | |
| 2 | SAP |
Sap SE
|
34,555 | $5,325,271 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
32,800 | $5,138,448 | |
| 4 | FRMM |
FORUM MARKETS Inc
|
857,141 | $4,654,275 | |
| 5 | NOW |
ServiceNow, Inc.
|
41,824 | $4,152,286 | |
| 6 | INTU |
Intuit Inc.
|
14,867 | $3,880,287 | |
| 7 | SHOP |
Shopify Inc.
|
32,401 | $3,699,546 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,503 | $3,566,665 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,138,448 | 32,800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,811,037 | 31,130 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,246,648 | 31,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,996,337 | 25,301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,348,450 | 26,948 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $6,677,907 | 19,974 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,219,513 | 15,416 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,016,573 | 3,954 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $837,280 | 2,780 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $691,531 | 2,628 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $487,280 | 2,403 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $468,574 | 2,218 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $413,944 | 2,072 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $218,110 | 1,645 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $214,465 | 1,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,317 | 1,444 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $210,196 | 990 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||