Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$453,060
-$100,043 QoQ
Shares Held
2,892
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,620
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 55%
Shared 45%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mechanics Financial Corp holds $3,486,949 across 9 Software - Application names. CRM ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
4,125 | $1,548,195 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,745 | $847,519 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,892 | $453,060 | |
| 4 | PAYX |
Paychex Inc
|
3,533 | $347,399 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,011 | $226,413 | |
| 6 | NOW |
ServiceNow, Inc.
|
337 | $33,457 | |
| 7 | FICO |
Fair Isaac Corp
|
25 | $29,869 | |
| 8 | INTU |
Intuit Inc.
|
3 | $783 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,060 | 2,892 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $553,103 | 2,963 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $795,789 | 3,004 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $688,248 | 2,904 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $13,634 | 50 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $13,418 | 50 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $16,716 | 50 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,685 | 50 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,855 | 50 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $15,059 | 50 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,157 | 50 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,139 | 50 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,563 | 50 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,989 | 50 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,629 | 50 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,192 | 50 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $8,252 | 50 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,616 | 50 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,706 | 50 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||