Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$106,058
+$19,257 QoQ
Shares Held
677
+45.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,130
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026MEEDER ASSET MANAGEMENT INC holds $8,645,983 across 21 Software - Application names. CRM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
32,109 | $5,860,209 | |
| 2 | MANH |
Manhattan Associates Inc
|
6,417 | $893,567 | |
| 3 | DBD |
DIEBOLD NIXDORF, Inc
|
4,893 | $416,001 | |
| 4 | PUBM |
PubMatic, Inc.
|
19,416 | $254,737 | |
| 5 | ADBE |
Adobe Inc.
|
935 | $191,693 | |
| 6 | IBTA |
Ibotta, Inc.
|
5,110 | $174,557 | |
| 7 | PEGA |
Pegasystems Inc
|
4,322 | $129,530 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
677 | $106,058 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,058 | 677 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $86,801 | 465 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $95,897 | 362 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $522,585 | 2,205 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $548,651 | 2,012 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $551,210 | 2,054 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $652,277 | 1,951 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $182,289 | 666 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $102,325 | 398 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $636,694 | 2,114 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $1,893,291 | 7,195 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $295,653 | 1,458 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $326,607 | 1,546 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $303,266 | 1,518 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,382,158 | 9,609 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,528,765 | 9,263 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,790,069 | 8,431 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $5,330,373 | 20,975 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,842,052 | 28,914 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $6,899,406 | 28,245 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $6,077,911 | 28,687 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $945,307 | 4,248 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,534,820 | 29,981 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $6,189,005 | 33,038 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $441,153 | 3,064 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||