Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,786
+$4,727 QoQ
Shares Held
31
+675.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Investors Portfolio Services LLC holds $348,945 across 24 Software - Application names. CRM ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
639 | $177,558 | |
| 2 | ROP |
Roper Technologies Inc
|
383 | $135,528 | |
| 3 | SNOW |
Snowflake Inc.
|
77 | $11,613 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
31 | $5,786 | |
| 5 | NOW |
ServiceNow, Inc.
|
54 | $5,645 | |
| 6 | PEGA |
Pegasystems Inc
|
65 | $2,766 | |
| 7 | ZM |
Zoom Communications, Inc.
|
25 | $2,009 | |
| 8 | TEAM |
Atlassian Corp
|
16 | $1,092 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,786 | 31 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,059 | 4 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||