Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,459,483
-$2,030,215 QoQ
Shares Held
79,532
+2.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#424
of 2,451 holders
Holding Since
Dec 2021
4 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, 2026GREENWOOD GEARHART LLC holds $12,683,433 across 2 Software - Application names. CRM ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
79,532 | $12,459,483 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,000 | $223,950 |
All Filings in CRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,459,483 | 79,532 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,489,698 | 77,622 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $229,676 | 867 | Shares | Sole | 2026-02-04 | |
| 2021-12-31 | $233,799 | 920 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||