Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,082,794
-$902,024 QoQ
Shares Held
38,828
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#580
of 2,451 holders
Holding Since
Dec 2025
3 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, 202671 West Capital Partners holds $61,763,636 across 14 Software - Application names. CRM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
87,434 | $22,764,316 | |
| 2 | ADP |
Automatic Data Processing Inc
|
82,304 | $18,431,980 | |
| 3 | NOW |
ServiceNow, Inc.
|
68,145 | $6,765,435 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
38,828 | $6,082,794 | |
| 5 | UBER |
Uber Technologies, Inc
|
40,417 | $2,916,490 | |
| 6 | SNOW |
Snowflake Inc.
|
5,769 | $1,468,210 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
2,581 | $968,700 | |
| 8 | SHOP |
Shopify Inc.
|
6,640 | $758,155 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,082,794 | 38,828 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,984,818 | 37,418 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,727,724 | 32,946 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||