Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$622,723
-$2,123,192 QoQ
Shares Held
3,975
-73.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,458
of 2,450 holders
Holding Since
Dec 2020
23 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, 2026MEYER HANDELMAN CO holds $37,611,297 across 10 Software - Application names. CRM ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
90,612 | $20,292,557 | |
| 2 | PTC |
Ptc Inc.
|
92,884 | $10,552,551 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
48,461 | $3,007,005 | |
| 4 | UBER |
Uber Technologies, Inc
|
18,725 | $1,351,196 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
3,975 | $622,723 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,599 | $505,297 | |
| 7 | ADBE |
Adobe Inc.
|
2,300 | $471,546 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,125 | $409,530 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,723 | 3,975 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,745,915 | 14,710 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,474,700 | 28,216 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,753,552 | 28,496 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $8,388,216 | 30,761 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $8,504,327 | 31,690 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $10,643,729 | 31,836 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,780,890 | 32,081 | Shares | Defined | 2024-10-10 | |
| 2024-06-30 | $9,021,895 | 35,091 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $10,554,852 | 35,045 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $9,217,794 | 35,030 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $7,089,188 | 34,960 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $7,068,758 | 33,460 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $6,786,525 | 33,970 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $4,498,778 | 33,930 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $4,993,405 | 34,715 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $5,729,363 | 34,715 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,351,552 | 29,915 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $5,588,318 | 21,990 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $6,254,874 | 23,062 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,230,308 | 21,412 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $3,284,408 | 15,502 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,417,959 | 6,372 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||