Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,664
-$23,498 QoQ
Shares Held
783
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,117
of 2,451 holders
Holding Since
Mar 2025
5 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, 2026Burk Holdings LLC holds $180,184 across 14 Software - Application names. CRM ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
783 | $122,664 | |
| 2 | DDOG |
Datadog, Inc.
|
44 | $11,455 | |
| 3 | UBER |
Uber Technologies, Inc
|
142 | $10,246 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
20 | $7,506 | |
| 5 | NOW |
ServiceNow, Inc.
|
60 | $5,956 | |
| 6 | ADP |
Automatic Data Processing Inc
|
21 | $4,702 | |
| 7 | ADBE |
Adobe Inc.
|
19 | $3,895 | |
| 8 | TYL |
Tyler Technologies Inc
|
11 | $3,217 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,664 | 783 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $146,162 | 783 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $208,484 | 787 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $215,697 | 791 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $509,615 | 1,899 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||