Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,558,923
-$3,580,999 QoQ
Shares Held
35,484
-27.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#614
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, 2026REGIONS FINANCIAL CORP holds $53,368,275 across 20 Software - Application names. CRM ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
63,942 | $14,319,810 | |
| 2 | ADSK |
Autodesk, Inc.
|
35,794 | $6,959,068 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
35,484 | $5,558,923 | |
| 4 | INTU |
Intuit Inc.
|
18,685 | $4,876,785 | |
| 5 | PAYX |
Paychex Inc
|
34,201 | $3,362,984 | |
| 6 | WDAY |
Workday, Inc.
|
25,457 | $3,116,445 | |
| 7 | UBER |
Uber Technologies, Inc
|
37,144 | $2,680,311 | |
| 8 | MANH |
Manhattan Associates Inc
|
18,416 | $2,564,428 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,558,923 | 35,484 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $9,139,922 | 48,963 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $39,776,766 | 150,152 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $35,307,075 | 148,975 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $39,547,139 | 145,026 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $38,980,095 | 145,253 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $46,882,761 | 140,229 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,344,580 | 140,092 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,473,886 | 137,977 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $41,624,581 | 138,205 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $36,093,597 | 137,165 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $27,775,992 | 136,976 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $28,461,157 | 134,721 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $26,578,730 | 133,040 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,431,209 | 131,467 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $19,714,278 | 137,057 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $22,435,372 | 135,939 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $30,559,854 | 143,933 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $35,901,452 | 141,272 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $29,657,635 | 109,349 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $26,895,103 | 110,104 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $23,240,867 | 109,694 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $23,764,868 | 106,794 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $31,811,582 | 126,578 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $22,927,879 | 122,393 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $17,057,166 | 118,469 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||