Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,118,629
-$846,801 QoQ
Shares Held
19,907
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#787
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $57,513,703 across 12 Software - Application names. CRM ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
154,131 | $34,517,636 | |
| 2 | NOW |
ServiceNow, Inc.
|
63,949 | $6,348,856 | |
| 3 | ADBE |
Adobe Inc.
|
23,533 | $4,824,734 | |
| 4 | INTU |
Intuit Inc.
|
15,271 | $3,985,731 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
19,907 | $3,118,629 | |
| 6 | UBER |
Uber Technologies, Inc
|
19,729 | $1,423,644 | |
| 7 | SHOP |
Shopify Inc.
|
7,409 | $845,959 | |
| 8 | PAYX |
Paychex Inc
|
7,520 | $739,440 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,118,629 | 19,907 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,965,430 | 21,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,130,475 | 15,592 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,227,229 | 13,617 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,084,669 | 11,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,757,307 | 14,001 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,865,503 | 14,553 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,360,473 | 15,931 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $4,877,186 | 18,970 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,798,918 | 19,254 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,176,226 | 19,671 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,192,678 | 20,676 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,311,393 | 20,408 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,247,120 | 23,283 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,356,521 | 17,773 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,516,312 | 24,446 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,743,812 | 10,566 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,005,786 | 9,447 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,277,264 | 24,701 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $6,593,629 | 24,311 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,053,986 | 24,784 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,992,292 | 23,563 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,275,690 | 19,214 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,484,805 | 17,845 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,586,652 | 13,808 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,894,632 | 13,159 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||