Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,701
-$2,832 QoQ
Shares Held
113
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,270
of 2,414 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Aspect Partners, LLC holds $151,005 across 19 Software - Application names. CRM ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
110 | $24,634 | |
| 2 | ADBE |
Adobe Inc.
|
108 | $22,141 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
113 | $17,701 | |
| 4 | UBER |
Uber Technologies, Inc
|
242 | $17,462 | |
| 5 | ROP |
Roper Technologies Inc
|
50 | $16,919 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
122 | $8,626 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
19 | $7,130 | |
| 8 | LYFT |
Lyft, Inc.
|
431 | $6,296 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,701 | 113 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $20,533 | 110 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $32,318 | 122 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $26,544 | 112 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,450 | 108 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $31,933 | 119 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $40,118 | 120 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $28,739 | 105 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,023 | 109 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $32,827 | 109 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $28,682 | 109 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||