Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$690,869
New position
Shares Held
4,410
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,400
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 86%
Shared 14%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Evelyn Partners Group Ltd holds $48,591,005 across 17 Software - Application names. CRM ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
101,016 | $22,622,531 | |
| 2 | INTU |
Intuit Inc.
|
37,944 | $9,903,384 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
13,878 | $5,208,689 | |
| 4 | ROP |
Roper Technologies Inc
|
15,127 | $5,118,824 | |
| 5 | SAP |
Sap SE
|
16,677 | $2,570,092 | |
| 6 | SHOP |
Shopify Inc.
|
8,009 | $914,466 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
4,410 | $690,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
6,187 | $614,244 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,869 | 4,410 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||