Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,816,002
-$339,289 QoQ
Shares Held
11,592
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#978
of 2,451 holders
Holding Since
Mar 2023
14 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, 2026Nilsine Partners, LLC holds $16,089,340 across 10 Software - Application names. CRM ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,186 | $3,447,689 | |
| 2 | WDAY |
Workday, Inc.
|
21,804 | $2,669,245 | |
| 3 | UBER |
Uber Technologies, Inc
|
33,736 | $2,434,389 | |
| 4 | SHOP |
Shopify Inc.
|
16,959 | $1,936,378 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
11,592 | $1,816,002 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,089 | $1,363,631 | |
| 7 | ADSK |
Autodesk, Inc.
|
4,443 | $863,808 | |
| 8 | SNOW |
Snowflake Inc.
|
3,117 | $793,276 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,002 | 11,592 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,155,291 | 11,546 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,905,232 | 7,192 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,451,388 | 6,124 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,771,666 | 6,497 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,950,172 | 7,267 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,495,104 | 7,463 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,954,289 | 7,140 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,873,230 | 7,286 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,251,922 | 7,477 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,008,284 | 7,632 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,842,256 | 9,085 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,660,292 | 7,859 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,527,717 | 7,647 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||