Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,658,246
-$133,039 QoQ
Shares Held
10,585
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,018
of 2,457 holders
Holding Since
Mar 2024
9 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, 2026Portfolio Design Labs, LLC holds $7,469,204 across 8 Software - Application names. CRM ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
10,585 | $1,658,246 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,161 | $1,603,705 | |
| 3 | UBER |
Uber Technologies, Inc
|
15,614 | $1,126,706 | |
| 4 | ADBE |
Adobe Inc.
|
5,113 | $1,048,267 | |
| 5 | ROP |
Roper Technologies Inc
|
2,976 | $1,007,048 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,635 | $460,162 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,615 | $313,988 | |
| 8 | INTU |
Intuit Inc.
|
962 | $251,082 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,246 | 10,585 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,791,285 | 9,596 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,390,812 | 9,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,066,640 | 8,720 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $586,903 | 2,187 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,469,695 | 7,387 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,729,299 | 6,318 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,786,964 | 10,840 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,677,490 | 8,890 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||