Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$705,909
-$191,227 QoQ
Shares Held
4,506
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,385
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Sierra Legacy Group holds $6,808,095 across 7 Software - Application names. CRM ranks #6 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,588 | $1,923,282 | |
| 2 | BSY |
Bentley Systems Inc
|
33,275 | $994,589 | |
| 3 | INTU |
Intuit Inc.
|
3,487 | $910,107 | |
| 4 | SAP |
Sap SE
|
5,718 | $881,200 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,510 | $734,074 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
4,506 | $705,909 | |
| 7 | ADBE |
Adobe Inc.
|
3,214 | $658,934 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,909 | 4,506 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $897,136 | 4,806 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,273,157 | 4,806 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,139,022 | 4,806 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $755,078 | 2,769 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $206,368 | 769 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $257,099 | 769 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||