Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,366,426
+$23,029,683 QoQ
Shares Held
155,537
+2072.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#295
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $108,282,340 across 12 Software - Application names. CRM ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
155,537 | $24,366,426 | |
| 2 | ZM |
Zoom Communications, Inc.
|
281,078 | $24,259,842 | |
| 3 | INTU |
Intuit Inc.
|
76,538 | $19,976,418 | |
| 4 | MITK |
Mitek Systems Inc
|
479,697 | $9,656,300 | |
| 5 | UPBD |
Upbound Group, Inc.
|
306,014 | $6,493,617 | |
| 6 | UBER |
Uber Technologies, Inc
|
83,700 | $6,039,792 | |
| 7 | SHOP |
Shopify Inc.
|
43,440 | $4,959,979 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,099 | $3,782,468 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,366,426 | 155,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,336,743 | 7,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,971,195 | 7,441 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,477,501 | 14,673 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,966,409 | 47,550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,149,999 | 45,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,754,039 | 35,157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,254,545 | 37,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,884,090 | 34,555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,652,736 | 35,370 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,167,797 | 34,840 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||