Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,985,273
-$5,296,075 QoQ
Shares Held
76,505
-17.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#435
of 2,457 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Madison Asset Management, LLC holds $195,718,209 across 12 Software - Application names. CRM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAN |
ServiceTitan, Inc.
|
793,636 | $56,118,001 | |
| 2 | BSY |
Bentley Systems Inc
|
1,365,230 | $40,806,724 | |
| 3 | TYL |
Tyler Technologies Inc
|
138,684 | $40,559,522 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
76,505 | $11,985,273 | |
| 5 | WDAY |
Workday, Inc.
|
96,659 | $11,832,994 | |
| 6 | ADP |
Automatic Data Processing Inc
|
48,439 | $10,847,914 | |
| 7 | ADBE |
Adobe Inc.
|
34,654 | $7,104,763 | |
| 8 | CVLT |
Commvault Systems Inc
|
33,284 | $4,717,341 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,985,273 | 76,505 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,281,348 | 92,577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,344,541 | 46,599 | Shares | Sole | 2026-02-04 | |
| 2024-03-31 | $248,473 | 825 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||