Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$809,932
-$284,140 QoQ
Shares Held
5,170
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,320
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BIRCHBROOK, INC. holds $3,275,878 across 11 Software - Application names. CRM ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,630 | $983,540 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,170 | $809,932 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,927 | $687,712 | |
| 4 | ADSK |
Autodesk, Inc.
|
2,770 | $538,543 | |
| 5 | ADP |
Automatic Data Processing Inc
|
775 | $173,561 | |
| 6 | ADBE |
Adobe Inc.
|
265 | $54,330 | |
| 7 | SHOP |
Shopify Inc.
|
172 | $19,638 | |
| 8 | HUBS |
Hubspot Inc
|
30 | $5,475 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,932 | 5,170 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,094,072 | 5,861 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,414,619 | 5,340 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,203,249 | 5,077 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,438,167 | 5,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,371,856 | 5,112 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $1,744,199 | 5,217 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $1,458,053 | 5,327 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $1,298,612 | 5,051 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $1,553,486 | 5,158 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $1,545,947 | 5,875 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||