Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$52,011
+$22,704 QoQ
Shares Held
332
+111.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,204
of 2,451 holders
Holding Since
Sep 2021
20 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, 2026Rosenberg Matthew Hamilton holds $745,471 across 14 Software - Application names. CRM ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
1,611 | $248,271 | |
| 2 | PAYX |
Paychex Inc
|
1,392 | $136,875 | |
| 3 | INTU |
Intuit Inc.
|
430 | $112,230 | |
| 4 | ADP |
Automatic Data Processing Inc
|
338 | $75,695 | |
| 5 | SHOP |
Shopify Inc.
|
614 | $70,106 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
332 | $52,011 | |
| 7 | UBER |
Uber Technologies, Inc
|
237 | $17,101 | |
| 8 | NOW |
ServiceNow, Inc.
|
105 | $10,424 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,011 | 332 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $29,307 | 157 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $68,611 | 259 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $63,516 | 268 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,625 | 292 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $89,363 | 333 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $59,176 | 177 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $25,728 | 94 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $24,167 | 94 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $58,428 | 194 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $51,049 | 194 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $39,339 | 194 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $40,984 | 194 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $63,729 | 319 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $42,296 | 319 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $53,508 | 372 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $58,094 | 352 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $74,736 | 352 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $104,701 | 412 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $33,902 | 125 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||