Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,368,345
-$2,606,144 QoQ
Shares Held
72,567
-3.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#38
of 396 holders
Holding Since
Dec 2023
11 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. CRM ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,368,345 | 72,567 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $13,974,489 | 74,862 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,761,809 | 51,949 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,016,040 | 54,920 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,636,271 | 61,008 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,669,718 | 62,117 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $20,738,824 | 62,031 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $17,132,603 | 62,594 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,012,702 | 62,282 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $252,388 | 838 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $220,774 | 839 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||