Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,213,919
-$311,912 QoQ
Shares Held
14,132
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#903
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Linscomb Wealth, Inc. holds $7,438,149 across 6 Software - Application names. CRM ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
25,076 | $2,489,545 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
14,132 | $2,213,919 | |
| 3 | UBER |
Uber Technologies, Inc
|
21,449 | $1,547,759 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
2,817 | $346,631 | |
| 6 | SAP |
Sap SE
|
1,311 | $202,038 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,213,919 | 14,132 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,525,831 | 13,531 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,598,837 | 17,360 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,073,556 | 17,188 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,497,203 | 16,492 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,283,562 | 15,962 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,306,485 | 15,872 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,254,274 | 15,543 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,128,511 | 16,058 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,789,966 | 15,904 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,178,926 | 15,881 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,274,491 | 16,148 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,533,957 | 16,728 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,381,875 | 16,928 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,238,251 | 16,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,389,901 | 16,615 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,668,531 | 16,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,531,306 | 16,632 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $4,125,546 | 16,234 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,218,013 | 15,552 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,472,298 | 14,215 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,837,151 | 13,391 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,911,582 | 13,084 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,246,803 | 12,919 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,365,228 | 12,626 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,226,997 | 8,522 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||