Position in CRM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$69,067
-$48,817 QoQ
Shares Held
370
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $20,799,221 across 13 Software - Application names. CRM ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,325 | $8,293,428 | |
| 2 | ADBE |
Adobe Inc.
|
21,248 | $5,164,963 | |
| 3 | INTU |
Intuit Inc.
|
8,039 | $3,475,902 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,420 | $2,726,675 | |
| 5 | SHOP |
Shopify Inc.
|
7,000 | $830,340 | |
| 6 | HUBS |
Hubspot Inc
|
700 | $170,870 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
370 | $69,067 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
442 | $66,105 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,067 | 370 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $117,884 | 445 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $105,465 | 445 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $237,240 | 870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $233,473 | 870 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $285,852 | 855 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $234,022 | 855 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $212,878 | 828 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $399,967 | 1,328 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $291,295 | 1,107 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $325,867 | 1,607 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $339,494 | 1,607 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $289,681 | 1,450 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $136,302 | 1,028 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $78,105 | 543 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $92,422 | 560 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $118,899 | 560 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $142,312 | 560 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $151,883 | 560 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,656 | 60 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,601 | 17 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,783 | 17 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,415 | 125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,416 | 125 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $17,997 | 125 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||