Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$213,840
-$51,231 QoQ
Shares Held
1,365
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,036
of 2,457 holders
Holding Since
Dec 2020
23 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, 2026PATRON PARTNERS, LLC holds $2,719,867 across 7 Software - Application names. CRM ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
3,649 | $709,438 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,494 | $558,531 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,180 | $445,948 | |
| 4 | SHOP |
Shopify Inc.
|
2,811 | $320,959 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,554 | $253,561 | |
| 6 | TYL |
Tyler Technologies Inc
|
744 | $217,590 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,365 | $213,840 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,840 | 1,365 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $265,071 | 1,420 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $509,686 | 1,924 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $493,671 | 2,083 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $625,550 | 2,294 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $589,050 | 2,195 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $648,265 | 1,939 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $490,762 | 1,793 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $483,348 | 1,880 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $562,905 | 1,869 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $462,336 | 1,757 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $372,506 | 1,837 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $374,352 | 1,772 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $351,013 | 1,757 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $249,666 | 1,883 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $288,974 | 2,009 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $310,935 | 1,884 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $407,017 | 1,917 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $696,062 | 2,739 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $734,734 | 2,709 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $662,460 | 2,712 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $539,632 | 2,547 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $487,340 | 2,190 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||