Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,405
-$6,969 QoQ
Shares Held
226
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,235
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026Tidemark, LLC holds $615,004 across 21 Software - Application names. CRM ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,561 | $178,234 | |
| 2 | INTU |
Intuit Inc.
|
521 | $135,981 | |
| 3 | NOW |
ServiceNow, Inc.
|
840 | $83,395 | |
| 4 | ADBE |
Adobe Inc.
|
219 | $44,899 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
226 | $35,405 | |
| 6 | PAYX |
Paychex Inc
|
319 | $31,367 | |
| 7 | SNOW |
Snowflake Inc.
|
101 | $25,704 | |
| 8 | IDCC |
InterDigital, Inc.
|
74 | $20,951 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,405 | 226 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,374 | 227 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,982 | 200 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $49,770 | 210 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $55,628 | 204 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,841 | 182 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $66,866 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,815 | 182 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,792 | 182 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $61,139 | 203 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,153 | 259 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||