Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$727,215
-$421,738 QoQ
Shares Held
4,642
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,368
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Canopy Partners, LLC holds $5,527,112 across 8 Software - Application names. CRM ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,866 | $1,761,590 | |
| 2 | NOW |
ServiceNow, Inc.
|
10,079 | $1,000,643 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,642 | $727,215 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,449 | $609,679 | |
| 5 | ADSK |
Autodesk, Inc.
|
2,584 | $502,381 | |
| 6 | FICO |
Fair Isaac Corp
|
369 | $440,873 | |
| 7 | SAP |
Sap SE
|
1,628 | $250,891 | |
| 8 | SHOP |
Shopify Inc.
|
2,048 | $233,840 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,215 | 4,642 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,148,953 | 6,155 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,680,324 | 6,343 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,499,499 | 6,327 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,726,673 | 6,332 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,709,721 | 6,371 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,133,359 | 6,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,719,719 | 6,283 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,595,305 | 6,205 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,885,386 | 6,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,580,945 | 6,008 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||