Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,897,152
-$1,536,794 QoQ
Shares Held
37,643
-5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#590
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $151,748,101 across 16 Software - Application names. CRM ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
643,928 | $46,465,844 | |
| 2 | PAYX |
Paychex Inc
|
310,631 | $30,544,346 | |
| 3 | ADP |
Automatic Data Processing Inc
|
85,835 | $19,222,748 | |
| 4 | SHOP |
Shopify Inc.
|
111,660 | $12,749,338 | |
| 5 | NOW |
ServiceNow, Inc.
|
107,660 | $10,688,484 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
37,643 | $5,897,152 | |
| 7 | ADBE |
Adobe Inc.
|
25,476 | $5,223,089 | |
| 8 | INTU |
Intuit Inc.
|
17,010 | $4,439,610 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,897,152 | 37,643 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,433,946 | 39,824 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,970,293 | 52,736 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,080,536 | 84,728 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,729,756 | 87,021 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,919,968 | 189,745 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,941,205 | 203,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,191,293 | 212,602 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $53,527,448 | 208,197 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,570,343 | 114,783 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,677,124 | 116,581 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,582,816 | 121,229 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,716,891 | 121,731 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $24,459,864 | 122,434 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,335,359 | 115,660 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,996,968 | 208,544 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $36,685,421 | 222,282 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $46,760,507 | 220,236 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $48,491,815 | 190,815 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,605,041 | 186,583 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $36,428,473 | 149,132 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,759,339 | 154,620 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,205,946 | 90,801 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,592,157 | 85,915 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,304,673 | 81,699 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,697,884 | 88,192 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||