Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,437,746
-$2,756,045 QoQ
Shares Held
98,543
+1.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#376
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026Talbot Financial, LLC holds $39,050,307 across 8 Software - Application names. CRM ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
98,543 | $15,437,746 | |
| 2 | NOW |
ServiceNow, Inc.
|
115,337 | $11,450,657 | |
| 3 | UBER |
Uber Technologies, Inc
|
132,434 | $9,556,437 | |
| 4 | INTU |
Intuit Inc.
|
4,586 | $1,196,946 | |
| 5 | WK |
Workiva Inc
|
10,500 | $509,355 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,000 | $375,320 | |
| 7 | ADBE |
Adobe Inc.
|
1,572 | $322,291 | |
| 8 | ADP |
Automatic Data Processing Inc
|
900 | $201,555 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,437,746 | 98,543 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,193,791 | 97,465 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,955,281 | 90,428 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $21,209,130 | 89,490 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $21,495,061 | 78,826 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,410,482 | 61,151 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $20,805,021 | 62,229 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $17,479,394 | 63,861 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $15,839,159 | 61,607 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $17,917,499 | 59,491 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $15,678,407 | 59,582 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $11,409,619 | 56,266 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,715,212 | 55,454 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,017,867 | 55,150 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,025,546 | 52,987 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||