Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$424,391
-$496,078 QoQ
Shares Held
2,709
-45.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,653
of 2,451 holders
Holding Since
Jun 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $6,092,207 across 10 Software - Application names. CRM ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,470 | $3,016,606 | |
| 2 | SNOW |
Snowflake Inc.
|
1,863 | $474,133 | |
| 3 | TEAM |
Atlassian Corp
|
6,062 | $471,562 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,709 | $424,391 | |
| 5 | ROP |
Roper Technologies Inc
|
1,066 | $360,723 | |
| 6 | PAYX |
Paychex Inc
|
3,526 | $346,711 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,679 | $326,431 | |
| 8 | ADBE |
Adobe Inc.
|
1,173 | $240,488 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,391 | 2,709 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $920,469 | 4,931 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $17,481,145 | 65,989 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,765,003 | 66,519 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,191,967 | 66,713 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,208,853 | 64,126 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $21,343,627 | 63,840 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $17,584,498 | 64,245 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,363,129 | 63,645 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $9,201,651 | 30,552 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $7,353,447 | 27,945 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,508,721 | 27,166 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,496,351 | 26,017 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $4,954,943 | 24,802 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,121,168 | 23,540 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,264,017 | 22,692 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,696,565 | 22,398 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,053,188 | 19,090 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,331,391 | 17,044 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,066,401 | 14,993 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,561,456 | 14,580 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,628,459 | 12,406 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,114,035 | 9,500 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $741,896 | 2,952 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $396,577 | 2,117 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||