Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,239,806
-$2,000,714 QoQ
Shares Held
58,980
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#486
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, 2026MIDDLETON & CO INC/MA holds $36,764,486 across 9 Software - Application names. CRM ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
113,100 | $11,228,568 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
58,980 | $9,239,806 | |
| 3 | INTU |
Intuit Inc.
|
21,756 | $5,678,316 | |
| 4 | UBER |
Uber Technologies, Inc
|
58,810 | $4,243,729 | |
| 5 | ADBE |
Adobe Inc.
|
11,706 | $2,399,964 | |
| 6 | ROP |
Roper Technologies Inc
|
5,427 | $1,836,442 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,721 | $1,057,267 | |
| 8 | BSY |
Bentley Systems Inc
|
18,595 | $555,804 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,239,806 | 58,980 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,240,520 | 60,216 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,122,157 | 60,859 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,129,229 | 59,617 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,193,695 | 59,385 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,971,982 | 59,517 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $20,274,439 | 60,642 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,690,835 | 60,980 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,431,399 | 60,021 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,432,216 | 61,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,454,933 | 62,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,226,528 | 65,226 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $13,904,076 | 65,815 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,264,592 | 66,396 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,935,240 | 67,390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,276,936 | 71,447 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $14,175,945 | 85,894 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $18,559,103 | 87,411 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $22,256,959 | 87,581 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,966,084 | 88,364 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $21,713,404 | 88,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,335,070 | 95,979 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $21,361,544 | 95,994 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $24,037,250 | 95,644 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,339,981 | 97,902 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $14,155,537 | 98,316 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||