Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$279,481
-$181,407 QoQ
Shares Held
1,784
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,880
of 2,451 holders
Holding Since
Mar 2020
24 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, 2026Platform Technology Partners holds $2,700,239 across 10 Software - Application names. CRM ranks #6 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,924 | $430,879 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,113 | $417,731 | |
| 3 | SHOP |
Shopify Inc.
|
3,180 | $363,092 | |
| 4 | ADBE |
Adobe Inc.
|
1,472 | $301,789 | |
| 5 | DDOG |
Datadog, Inc.
|
1,122 | $292,123 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,784 | $279,481 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,571 | $255,248 | |
| 8 | INTU |
Intuit Inc.
|
828 | $216,108 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,481 | 1,784 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $460,888 | 2,469 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $620,684 | 2,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $627,576 | 2,648 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,941,552 | 7,120 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,794,254 | 6,686 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,945,466 | 5,819 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,599,287 | 5,843 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,568,824 | 6,102 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,403,062 | 5,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $907,034 | 4,473 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $731,170 | 3,461 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $688,641 | 3,447 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $434,895 | 3,280 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $520,988 | 3,622 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $551,233 | 3,340 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $691,313 | 3,256 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $908,260 | 3,574 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $918,079 | 3,385 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $777,267 | 3,182 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $660,023 | 2,966 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $662,982 | 2,638 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $470,198 | 2,510 | Shares | Sole | 2020-11-30 | |
| 2020-03-31 | $368,732 | 2,561 | Shares | Sole | 2020-11-30 | |
| No filing history on record for this holder in this stock. | ||||||