Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,673,755
+$2,924,853 QoQ
Shares Held
36,217
+145.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#605
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $50,956,610 across 15 Software - Application names. CRM ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEAM |
Atlassian Corp
|
150,390 | $11,698,838 | |
| 2 | NOW |
ServiceNow, Inc.
|
99,856 | $9,913,703 | |
| 3 | ADP |
Automatic Data Processing Inc
|
36,595 | $8,195,450 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
36,217 | $5,673,755 | |
| 5 | ADBE |
Adobe Inc.
|
24,894 | $5,103,767 | |
| 6 | INTU |
Intuit Inc.
|
15,098 | $3,940,578 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
5,297 | $1,988,070 | |
| 8 | SNOW |
Snowflake Inc.
|
5,781 | $1,471,264 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,673,755 | 36,217 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,748,902 | 14,726 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,657,576 | 66,655 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,483,156 | 77,988 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $22,324,312 | 81,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,690,102 | 95,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,740,047 | 79,981 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $24,767,196 | 90,487 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,198,014 | 86,340 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,226,646 | 67,158 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,581,962 | 66,816 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,045,537 | 59,402 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,167,519 | 57,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,386,761 | 51,991 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,896,813 | 36,932 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,026,944 | 27,996 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,671,787 | 28,307 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,055,791 | 28,522 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,095,817 | 27,922 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,465,872 | 27,527 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,319,997 | 25,873 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,899,943 | 27,847 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,932,526 | 35,647 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,810,525 | 35,057 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,813,566 | 36,372 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,455,866 | 17,057 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||