Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$508,517
-$632,222 QoQ
Shares Held
3,246
-46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,563
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Hilltop Holdings Inc. holds $6,808,402 across 14 Software - Application names. CRM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
9,514 | $935,510 | |
| 2 | SHOP |
Shopify Inc.
|
6,782 | $774,367 | |
| 3 | PTRN |
Pattern Group Inc.
|
25,825 | $650,531 | |
| 4 | UBER |
Uber Technologies, Inc
|
7,053 | $508,944 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
3,246 | $508,517 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,871 | $483,592 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,093 | $468,726 | |
| 8 | INTU |
Intuit Inc.
|
1,691 | $441,351 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,517 | 3,246 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,140,739 | 6,111 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,282,994 | 8,618 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,004,212 | 12,676 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,700,129 | 13,569 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,170,136 | 11,813 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,666,262 | 10,966 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,900,504 | 10,597 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,143,837 | 4,449 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,430,905 | 4,751 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,156,763 | 4,396 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $860,800 | 4,245 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $763,915 | 3,616 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $728,597 | 3,647 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $499,731 | 3,769 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $485,459 | 3,375 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $550,572 | 3,336 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $700,868 | 3,301 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,018,298 | 4,007 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $785,995 | 2,898 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $775,067 | 3,173 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $750,231 | 3,541 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $853,624 | 3,836 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $756,472 | 3,010 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $471,883 | 2,519 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $335,329 | 2,329 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||