Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,099,439
+$1,098,693 QoQ
Shares Held
7,018
+175350.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,170
of 2,451 holders
Holding Since
Jun 2023
13 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, 2026Richard W. Paul & Associates, LLC holds $3,460,989 across 9 Software - Application names. CRM ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
7,018 | $1,099,439 | |
| 2 | SAP |
Sap SE
|
6,841 | $1,054,266 | |
| 3 | INTU |
Intuit Inc.
|
2,953 | $770,733 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,569 | $257,539 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,351 | $233,407 | |
| 6 | PAYX |
Paychex Inc
|
291 | $28,614 | |
| 7 | ADP |
Automatic Data Processing Inc
|
64 | $14,332 | |
| 8 | ADBE |
Adobe Inc.
|
7 | $1,435 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,439 | 7,018 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $746 | 4 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,059 | 4 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,896 | 8 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,181 | 8 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $333,034 | 1,241 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $420,587 | 1,258 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $359,654 | 1,314 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $342,971 | 1,334 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $404,484 | 1,343 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $368,396 | 1,400 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $291,393 | 1,437 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $314,353 | 1,488 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||