Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,472,447
+$132,717 QoQ
Shares Held
9,399
+31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,073
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $12,331,014 across 13 Software - Application names. CRM ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,638 | $2,606,330 | |
| 2 | NOW |
ServiceNow, Inc.
|
23,699 | $2,352,836 | |
| 3 | DDOG |
Datadog, Inc.
|
6,027 | $1,569,189 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
9,399 | $1,472,447 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,048 | $1,143,975 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,535 | $760,205 | |
| 7 | SAP |
Sap SE
|
3,493 | $538,306 | |
| 8 | ADBE |
Adobe Inc.
|
2,399 | $491,842 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,447 | 9,399 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,339,730 | 7,177 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,607,509 | 9,843 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,963,211 | 12,503 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,240,102 | 11,882 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,256,280 | 12,134 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,931,386 | 11,759 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,825,234 | 10,322 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,453,505 | 9,543 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,777,783 | 9,223 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,888,029 | 7,175 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,079,803 | 5,325 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,093,693 | 5,177 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $996,902 | 4,990 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $214,000 | 1,614 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||