Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,232,012
-$1,360,807 QoQ
Shares Held
27,014
-9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#692
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 3%
None 32%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $128,876,218 across 31 Software - Application names. CRM ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
176,523 | $39,532,325 | |
| 2 | ROP |
Roper Technologies Inc
|
62,102 | $21,014,694 | |
| 3 | INTU |
Intuit Inc.
|
64,313 | $16,785,693 | |
| 4 | SNOW |
Snowflake Inc.
|
28,984 | $7,376,427 | |
| 5 | NOW |
ServiceNow, Inc.
|
48,828 | $4,847,643 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
12,598 | $4,728,280 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
27,014 | $4,232,012 | |
| 8 | DDOG |
Datadog, Inc.
|
15,430 | $4,017,354 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,232,012 | 27,014 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $5,592,819 | 29,961 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $8,213,799 | 31,006 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $7,178,493 | 30,289 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,531,379 | 31,286 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $8,571,685 | 31,941 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,467,183 | 34,299 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $9,035,713 | 33,012 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $8,452,161 | 32,875 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $9,733,233 | 32,317 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,504,684 | 32,320 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,468,276 | 31,898 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $7,130,870 | 33,754 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $7,071,412 | 35,396 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $4,649,798 | 35,069 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $5,612,061 | 39,016 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $6,977,891 | 42,280 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $9,339,107 | 43,986 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $10,916,154 | 42,955 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $11,666,257 | 43,014 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $10,003,833 | 40,954 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,772,689 | 41,406 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $9,095,246 | 40,872 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,035,961 | 39,933 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $7,621,708 | 40,686 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $6,125,629 | 42,545 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||