Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,358
-$43,390 QoQ
Shares Held
264
-41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,229
of 2,457 holders
Holding Since
Mar 2023
14 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, 2026Joseph Group Capital Management holds $342,812 across 12 Software - Application names. CRM ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
206 | $46,133 | |
| 2 | UBER |
Uber Technologies, Inc
|
621 | $44,811 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
264 | $41,358 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
99 | $37,156 | |
| 5 | DDOG |
Datadog, Inc.
|
134 | $34,888 | |
| 6 | NOW |
ServiceNow, Inc.
|
338 | $33,556 | |
| 7 | ADBE |
Adobe Inc.
|
125 | $25,627 | |
| 8 | INTU |
Intuit Inc.
|
80 | $20,880 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,358 | 264 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,748 | 454 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,380,286 | 16,535 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,756,924 | 15,852 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,498,885 | 12,831 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,703,190 | 10,073 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,943,775 | 8,805 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,653,892 | 9,696 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,846,235 | 7,181 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,129,342 | 7,070 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,612,521 | 6,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,210,799 | 5,971 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,213,477 | 5,744 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,059,433 | 5,303 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||