Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,624
-$134,369 QoQ
Shares Held
1,753
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,892
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DAVIS R M INC holds $82,203,019 across 7 Software - Application names. CRM ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
134,098 | $34,999,578 | |
| 2 | ROP |
Roper Technologies Inc
|
72,358 | $24,485,223 | |
| 3 | NOW |
ServiceNow, Inc.
|
165,547 | $16,435,506 | |
| 4 | ADP |
Automatic Data Processing Inc
|
23,573 | $5,279,173 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,615 | $472,322 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,753 | $274,624 | |
| 7 | SAP |
Sap SE
|
1,665 | $256,593 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,624 | 1,753 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $408,993 | 2,191 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $717,111 | 2,707 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $603,402 | 2,546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,159 | 3,037 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $818,766 | 3,051 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $957,855 | 2,865 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $794,032 | 2,901 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $801,894 | 3,119 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $946,909 | 3,144 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $819,154 | 3,113 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $651,532 | 3,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $678,778 | 3,213 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $638,297 | 3,195 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $434,364 | 3,276 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $498,261 | 3,464 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $463,927 | 2,811 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $597,256 | 2,813 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $744,346 | 2,929 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $775,689 | 2,860 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $693,482 | 2,839 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $792,181 | 3,739 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $849,174 | 3,816 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $637,347 | 2,536 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $465,702 | 2,486 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $357,934 | 2,486 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||