Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$742,255
-$278,643 QoQ
Shares Held
4,738
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,361
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clare Market Investments LLC holds $7,866,200 across 7 Software - Application names. CRM ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,251 | $4,419,872 | |
| 2 | SHOP |
Shopify Inc.
|
9,350 | $1,067,583 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,738 | $742,255 | |
| 4 | WDAY |
Workday, Inc.
|
4,840 | $592,512 | |
| 5 | ADBE |
Adobe Inc.
|
2,110 | $432,592 | |
| 6 | DOCU |
Docusign, Inc.
|
7,773 | $345,276 | |
| 7 | YOU |
Clear Secure, Inc.
|
4,775 | $266,110 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,255 | 4,738 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,020,898 | 5,469 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $1,291,650 | 5,450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,485,887 | 5,449 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,511,403 | 5,632 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,889,633 | 5,652 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,156,698 | 4,226 | Shares | Sole | 2025-02-20 | |
| 2024-06-30 | $1,175,204 | 4,571 | Shares | Sole | 2025-02-20 | |
| 2024-03-31 | $1,605,590 | 5,331 | Shares | Sole | 2025-02-20 | |
| 2023-12-31 | $1,360,433 | 5,170 | Shares | Sole | 2025-02-20 | |
| 2023-09-30 | $933,801 | 4,605 | Shares | Sole | 2025-02-20 | |
| 2023-06-30 | $1,085,876 | 5,140 | Shares | Sole | 2025-02-20 | |
| 2023-03-31 | $647,686 | 3,242 | Shares | Sole | 2025-02-20 | |
| 2022-12-31 | $875,094 | 6,600 | Shares | Sole | 2025-02-20 | |
| 2022-09-30 | $900,294 | 6,259 | Shares | Sole | 2025-02-20 | |
| 2022-06-30 | $634,083 | 3,842 | Shares | Sole | 2025-02-20 | |
| 2022-03-31 | $1,609,173 | 7,579 | Shares | Sole | 2025-02-20 | |
| 2021-12-31 | $878,019 | 3,455 | Shares | Sole | 2025-02-20 | |
| 2021-09-30 | $596,684 | 2,200 | Shares | Sole | 2025-02-20 | |
| 2021-06-30 | $433,579 | 1,775 | Shares | Sole | 2025-02-20 | |
| 2021-03-31 | $353,822 | 1,670 | Shares | Sole | 2025-02-20 | |
| 2020-12-31 | $439,496 | 1,975 | Shares | Sole | 2025-02-20 | |
| 2020-09-30 | $438,553 | 1,745 | Shares | Sole | 2025-02-20 | |
| 2020-06-30 | $306,284 | 1,635 | Shares | Sole | 2025-02-20 | |
| 2020-03-31 | $375,067 | 2,605 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||