Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,329,886
-$1,487,150 QoQ
Shares Held
8,489
-43.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,103
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$205,337
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $7,841,045 across 7 Software - Application names. CRM ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
37,335 | $2,694,093 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
8,489 | $1,329,886 | |
| 3 | SHOP |
Shopify Inc.
|
11,217 | $1,280,757 | |
| 4 | SNOW |
Snowflake Inc.
|
3,696 | $940,632 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,776 | $772,001 | |
| 6 | ADBE |
Adobe Inc.
|
2,595 | $532,026 | |
| 7 | MSTR |
Strategy Inc
|
3,355 | $291,650 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,886 | 8,489 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $205,337 | 1,100 | Call | Sole | 2026-04-24 | |
| 2026-03-31 | $2,817,036 | 15,091 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,167,034 | 15,730 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,197,744 | 17,712 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,646,046 | 20,705 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,752,833 | 21,437 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,959,949 | 41,755 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,495,546 | 41,999 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,464,484 | 40,702 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,746,622 | 39,002 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,015,108 | 38,060 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,514,621 | 37,058 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,947,601 | 37,620 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,362,692 | 36,854 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,840,330 | 36,506 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,372,567 | 37,351 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $6,170,350 | 37,387 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,797,239 | 36,724 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,850,331 | 34,826 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,501,921 | 35,034 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,186,464 | 33,514 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,544,664 | 30,890 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $6,779,153 | 30,464 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,779,357 | 26,975 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,778,788 | 25,510 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,589,133 | 24,928 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||