Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,081,267
-$99,794 QoQ
Shares Held
6,902
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,186
of 2,451 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prudent Man Advisors, LLC holds $1,542,919 across 2 Software - Application names. CRM ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
6,902 | $1,081,267 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
7,440 | $461,652 |
All Filings in CRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,267 | 6,902 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,181,061 | 6,327 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,113,151 | 4,202 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,018,152 | 4,296 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,321,455 | 4,846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $980,587 | 3,654 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,215,289 | 3,635 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,059,257 | 3,870 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,040,483 | 4,047 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,177,914 | 3,911 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,185,445 | 4,505 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,048,372 | 5,170 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,114,607 | 5,276 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,069,821 | 5,355 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $702,594 | 5,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $380,312 | 2,644 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $438,676 | 2,658 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $571,777 | 2,693 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $714,867 | 2,813 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $777,858 | 2,868 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $707,405 | 2,896 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $587,091 | 2,771 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $600,608 | 2,699 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $708,973 | 2,821 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $570,607 | 3,046 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||