Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,059,021
-$161,800 QoQ
Shares Held
6,760
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,197
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, 2026PITTENGER & ANDERSON INC holds $18,057,329 across 12 Software - Application names. CRM ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
44,085 | $9,872,835 | |
| 2 | SHOP |
Shopify Inc.
|
38,565 | $4,403,351 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
6,760 | $1,059,021 | |
| 4 | YOU |
Clear Secure, Inc.
|
18,566 | $1,034,683 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,210 | $715,808 | |
| 6 | UBER |
Uber Technologies, Inc
|
7,125 | $514,140 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
594 | $222,940 | |
| 8 | INTU |
Intuit Inc.
|
375 | $97,875 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,021 | 6,760 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,220,821 | 6,540 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,182,292 | 61,086 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,644,370 | 66,010 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,442,613 | 85,968 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $23,195,964 | 86,436 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $28,806,541 | 86,162 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,469,537 | 85,746 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $22,026,785 | 85,674 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,635,236 | 85,116 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $22,321,639 | 84,828 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,111,995 | 84,387 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $17,775,838 | 84,142 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,819,278 | 84,189 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,622,971 | 87,661 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,081,097 | 90,942 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $15,083,830 | 91,395 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $20,105,854 | 94,696 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $23,939,554 | 94,202 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $25,443,690 | 93,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,805,780 | 93,363 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,849,252 | 93,686 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $20,776,958 | 93,367 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $23,433,830 | 93,243 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,213,004 | 91,886 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,986,708 | 90,198 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||