Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,535,070
-$1,429,740 QoQ
Shares Held
194,913
+13.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#267
of 2,451 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $70,489,765 across 2 Software - Application names. CRM ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
178,409 | $39,954,695 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
194,913 | $30,535,070 |
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,535,070 | 194,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,964,810 | 171,237 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $41,640,937 | 157,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,190,708 | 148,484 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $35,698,393 | 130,912 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $324,069 | 1,076 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||