Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$300,473
-$48,039 QoQ
Shares Held
1,918
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,837
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,564,635 across 19 Software - Application names. CRM ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
5,262 | $1,373,382 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,127 | $369,964 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,918 | $300,473 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,015 | $227,309 | |
| 5 | NICE |
NICE Ltd.
|
1,295 | $117,650 | |
| 6 | DOCU |
Docusign, Inc.
|
1,615 | $71,738 | |
| 7 | ROP |
Roper Technologies Inc
|
106 | $35,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
153 | $15,189 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,473 | 1,918 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $348,512 | 1,867 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $494,586 | 1,867 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $444,138 | 1,874 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $525,746 | 1,928 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,285,444 | 4,790 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,645,237 | 4,921 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,491,172 | 5,448 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,581,165 | 6,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,845,028 | 6,126 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $547,594 | 2,081 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $421,985 | 2,081 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $439,632 | 2,081 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $415,742 | 2,081 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $275,919 | 2,081 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $301,344 | 2,095 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $405,668 | 2,458 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,259,694 | 5,933 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,739,011 | 6,843 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,765,370 | 6,509 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,888,778 | 15,920 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,146,057 | 14,849 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,392,247 | 15,244 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,721,295 | 14,807 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,874,391 | 15,344 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,143,142 | 14,885 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||