Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,020,482
-$297,558 QoQ
Shares Held
32,047
+12.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#645
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NICOLET BANKSHARES INC holds $17,749,777 across 18 Software - Application names. CRM ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
32,047 | $5,020,482 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,582 | $3,036,180 | |
| 3 | INTU |
Intuit Inc.
|
4,189 | $1,093,329 | |
| 4 | ADBE |
Adobe Inc.
|
4,843 | $992,911 | |
| 5 | WDAY |
Workday, Inc.
|
8,004 | $979,849 | |
| 6 | ROP |
Roper Technologies Inc
|
2,680 | $906,883 | |
| 7 | HUBS |
Hubspot Inc
|
4,654 | $849,401 | |
| 8 | SHOP |
Shopify Inc.
|
6,280 | $717,050 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,020,482 | 32,047 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,318,040 | 28,489 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,433,692 | 5,412 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,777,263 | 7,499 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,089,896 | 7,664 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,060,736 | 7,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,693,362 | 8,056 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,223,893 | 8,125 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,121,589 | 8,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,571,173 | 8,537 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,280,108 | 8,665 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,774,527 | 8,751 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,813,983 | 13,320 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,031,962 | 10,171 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,347,644 | 10,164 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,466,592 | 10,196 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,646,604 | 9,977 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,948,460 | 9,177 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,252,354 | 8,863 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,172,743 | 8,011 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,948,053 | 7,975 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,613,178 | 7,614 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,431,535 | 6,433 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,605,180 | 6,387 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,190,856 | 6,357 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $984,391 | 6,837 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||