Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,091,450
-$975,325 QoQ
Shares Held
32,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#638
of 2,447 holders
Holding Since
Mar 2020
22 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, 2026Ally Financial Inc. holds $27,547,280 across 8 Software - Application names. CRM ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,000 | $5,195,520 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
32,500 | $5,091,450 | |
| 3 | ADBE |
Adobe Inc.
|
20,500 | $4,202,910 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,000 | $4,031,100 | |
| 5 | WDAY |
Workday, Inc.
|
26,000 | $3,182,920 | |
| 6 | PAYX |
Paychex Inc
|
30,000 | $2,949,900 | |
| 7 | NOW |
ServiceNow, Inc.
|
16,000 | $1,588,480 | |
| 8 | INTU |
Intuit Inc.
|
5,000 | $1,305,000 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,091,450 | 32,500 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,066,775 | 32,500 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,609,575 | 32,500 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,517,500 | 27,500 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,498,975 | 27,500 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,488,680 | 13,000 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $5,474,200 | 20,000 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,627,800 | 18,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,313,062 | 7,680 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $2,230,580 | 11,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,675,600 | 60,000 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,986,800 | 60,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,955,400 | 60,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,630,400 | 60,000 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,902,400 | 60,000 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,739,200 | 60,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,082,600 | 20,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,763,920 | 36,000 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $8,793,720 | 36,000 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,627,320 | 36,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,115,420 | 14,000 | Shares | Defined | 2021-02-12 | |
| 2020-03-31 | $4,607,360 | 32,000 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||