Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,892,061
-$918,051 QoQ
Shares Held
24,844
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#723
of 2,450 holders
Holding Since
Mar 2020
25 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, 2026ST GERMAIN D J CO INC holds $11,637,283 across 17 Software - Application names. CRM ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
24,844 | $3,892,061 | |
| 2 | ADP |
Automatic Data Processing Inc
|
14,151 | $3,169,116 | |
| 3 | NOW |
ServiceNow, Inc.
|
20,048 | $1,990,365 | |
| 4 | FICO |
Fair Isaac Corp
|
665 | $794,528 | |
| 5 | UBER |
Uber Technologies, Inc
|
10,223 | $737,691 | |
| 6 | SNOW |
Snowflake Inc.
|
2,708 | $689,186 | |
| 7 | PAYX |
Paychex Inc
|
987 | $97,051 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
200 | $75,064 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,892,061 | 24,844 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,810,112 | 25,768 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,874,149 | 25,949 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,212,955 | 26,215 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,143,114 | 26,195 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,916,264 | 22,046 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,581,267 | 22,676 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,191,046 | 22,619 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,918,184 | 23,019 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $6,410,917 | 21,286 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $5,554,359 | 21,108 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $4,483,465 | 22,110 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,480,824 | 21,210 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $4,813,016 | 36,300 | Shares | Sole | 2023-02-27 | |
| 2022-09-30 | $5,061,441 | 35,188 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $5,807,427 | 35,188 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,441,179 | 35,047 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,212,973 | 32,318 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,514,138 | 31,392 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,909,951 | 32,382 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $6,860,774 | 32,382 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,088,248 | 31,853 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,289,033 | 29,003 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,493,639 | 29,326 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,217,030 | 29,289 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||