Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,706,534
-$2,246,513 QoQ
Shares Held
55,576
-5.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#499
of 2,451 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $47,961,038 across 10 Software - Application names. CRM ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
13,791 | $16,477,209 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
55,576 | $8,706,534 | |
| 3 | UBER |
Uber Technologies, Inc
|
93,225 | $6,727,115 | |
| 4 | ADBE |
Adobe Inc.
|
26,482 | $5,429,338 | |
| 5 | NOW |
ServiceNow, Inc.
|
38,809 | $3,852,957 | |
| 6 | DT |
Dynatrace, Inc.
|
67,839 | $2,978,809 | |
| 7 | INTU |
Intuit Inc.
|
9,247 | $2,413,467 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
11,658 | $723,378 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,706,534 | 55,576 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $10,953,047 | 58,676 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $12,047,046 | 45,476 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $14,041,539 | 59,247 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $13,927,913 | 51,076 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $13,992,289 | 52,140 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $25,510,046 | 76,302 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $21,180,226 | 77,382 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,934,777 | 19,194 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,823,917 | 19,337 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $4,303,128 | 16,353 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,352,358 | 16,532 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,735,921 | 17,684 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||