Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$226,060
-$94,639 QoQ
Shares Held
1,443
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,999
of 2,451 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MJP ASSOCIATES INC /ADV holds $2,038,508 across 7 Software - Application names. CRM ranks #6 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,440 | $546,438 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,120 | $309,753 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
748 | $280,739 | |
| 4 | DDOG |
Datadog, Inc.
|
912 | $237,448 | |
| 5 | SHOP |
Shopify Inc.
|
2,057 | $234,868 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,443 | $226,060 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,816 | $203,202 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,060 | 1,443 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $320,699 | 1,718 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $355,774 | 1,343 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,059 | 1,207 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $352,315 | 1,292 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $386,170 | 1,439 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $381,804 | 1,142 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $200,082 | 731 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,131 | 934 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $287,626 | 955 | Shares | Sole | 2024-04-11 | |
| 2021-12-31 | $224,905 | 885 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $309,190 | 1,140 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $266,010 | 1,089 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $248,947 | 1,175 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $345,366 | 1,552 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||