Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,757,019
+$626,856 QoQ
Shares Held
100,581
+24.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#372
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $47,148,966 across 47 Software - Application names. CRM ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
100,581 | $15,757,019 | |
| 2 | ROP |
Roper Technologies Inc
|
35,448 | $11,995,248 | |
| 3 | ADP |
Automatic Data Processing Inc
|
45,900 | $10,279,305 | |
| 4 | UBER |
Uber Technologies, Inc
|
112,259 | $8,100,609 | |
| 5 | PAYX |
Paychex Inc
|
5,065 | $498,041 | |
| 6 | NOW |
ServiceNow, Inc.
|
947 | $94,018 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
209 | $78,441 | |
| 8 | ADBE |
Adobe Inc.
|
344 | $70,526 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,757,019 | 100,581 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,130,163 | 81,053 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,001,853 | 56,630 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,158,337 | 51,301 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,209,103 | 48,440 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $305,393 | 1,138 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $354,389 | 1,060 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $303,818 | 1,110 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $286,152 | 1,113 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $337,321 | 1,120 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $359,186 | 1,365 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $283,080 | 1,396 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $288,369 | 1,365 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $305,663 | 1,530 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $197,426 | 1,489 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $210,725 | 1,465 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $200,523 | 1,215 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $274,742 | 1,294 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $178,399 | 702 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $180,361 | 665 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $122,135 | 500 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $63,561 | 300 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $89,012 | 400 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $100,528 | 400 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $164,475 | 878 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $90,419 | 628 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||