Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,932
-$4,201 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,282
of 2,450 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, 2026Essential Investment Partners LLC holds $459,263 across 9 Software - Application names. CRM ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
1,304 | $381,367 | |
| 2 | UBER |
Uber Technologies, Inc
|
499 | $36,007 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
140 | $21,932 | |
| 4 | TEAM |
Atlassian Corp
|
150 | $11,668 | |
| 5 | PAYX |
Paychex Inc
|
54 | $5,309 | |
| 6 | SHOP |
Shopify Inc.
|
10 | $1,141 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3 | $1,125 | |
| 8 | MSTR |
Strategy Inc
|
5 | $434 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,932 | 140 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,133 | 140 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $37,087 | 140 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||