Castlefield Investment Partners LLP

Position in CRM — Salesforce, Inc.

CIK 2109835 MANCHESTER, X0

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$291,544

+$6,126 QoQ

Shares Held

1,861

+21.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,854

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Castlefield Investment Partners LLP holds $4,651,976 across 3 Software - Application names. CRM ranks #2 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	36,525	$4,170,424
2	CRM	Salesforce, Inc. This page	1,861	$291,544
3	INTU	Intuit Inc.	728	$190,008

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,544	1,861	+21.7%	Shares	Sole	2026-08-13
2026-03-31	$285,418	1,529	+46.0%	Shares	Sole	2026-05-15
2025-12-31	$277,360	1,047	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.