Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,659,577
-$1,540,267 QoQ
Shares Held
48,893
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#529
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026OAK ASSOCIATES LTD /OH/ holds $62,983,502 across 14 Software - Application names. CRM ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
113,197 | $23,207,648 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
25,184 | $9,452,058 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
48,893 | $7,659,577 | |
| 4 | WDAY |
Workday, Inc.
|
50,954 | $6,237,788 | |
| 5 | INTU |
Intuit Inc.
|
17,475 | $4,560,975 | |
| 6 | PAYX |
Paychex Inc
|
40,384 | $3,970,958 | |
| 7 | YOU |
Clear Secure, Inc.
|
51,611 | $2,876,281 | |
| 8 | PEGA |
Pegasystems Inc
|
45,725 | $1,370,378 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,659,577 | 48,893 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,199,844 | 49,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,413,894 | 69,510 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,233,315 | 68,495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,218,422 | 22,804 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,610,961 | 17,182 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,744,123 | 17,181 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,702,611 | 17,181 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,485,109 | 17,445 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,484,487 | 18,210 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,791,779 | 18,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,875,125 | 19,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,035,911 | 19,104 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,779,435 | 28,929 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,835,696 | 28,929 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,248,600 | 71,250 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,932,392 | 72,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,841,461 | 84,031 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,315,916 | 83,878 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $19,574,218 | 72,171 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,629,210 | 72,171 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $15,212,266 | 71,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,174,888 | 59,205 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,485,324 | 45,700 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,560,981 | 45,700 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,481,979 | 45,020 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||