Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$618,493
-$104,853 QoQ
Shares Held
3,948
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,462
of 2,451 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, 2026LCM Capital Management Inc holds $3,229,265 across 9 Software - Application names. CRM ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,948 | $618,493 | |
| 2 | MSTR |
Strategy Inc
|
6,139 | $533,663 | |
| 3 | ADBE |
Adobe Inc.
|
2,519 | $516,445 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,887 | $422,593 | |
| 5 | SAP |
Sap SE
|
2,094 | $322,706 | |
| 6 | IDCC |
InterDigital, Inc.
|
1,000 | $283,130 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,382 | $236,484 | |
| 8 | SHOP |
Shopify Inc.
|
1,855 | $211,803 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,493 | 3,948 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $723,346 | 3,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,013,280 | 3,825 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $967,434 | 4,082 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,140,662 | 4,183 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,117,451 | 4,164 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,358,048 | 4,062 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,080,059 | 3,946 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $995,491 | 3,872 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,143,580 | 3,797 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,000,195 | 3,801 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $768,333 | 3,789 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $756,099 | 3,579 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $706,222 | 3,535 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $449,082 | 3,387 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $474,096 | 3,296 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $545,457 | 3,305 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $684,944 | 3,226 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $809,149 | 3,184 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $824,780 | 3,041 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $748,687 | 3,065 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $636,033 | 3,002 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $695,183 | 3,124 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||