Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$32,768,102
-$14,267,137 QoQ
Shares Held
209,167
-17.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#253
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, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. CRM ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,768,102 | 209,167 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $47,035,239 | 251,970 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $69,617,023 | 262,795 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $58,817,712 | 248,176 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $73,032,108 | 267,821 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $68,986,768 | 257,068 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $72,663,616 | 217,341 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $54,877,212 | 200,494 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $56,168,894 | 218,471 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $63,967,620 | 212,390 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $54,703,385 | 207,887 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $42,004,659 | 207,144 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $43,808,141 | 207,366 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $38,678,806 | 193,607 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $28,637,981 | 215,989 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,931,592 | 228,946 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $36,655,218 | 222,099 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $49,935,753 | 235,191 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $64,399,083 | 253,410 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $65,616,525 | 241,931 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $53,244,264 | 217,973 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $47,326,461 | 223,375 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $43,106,731 | 193,712 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $35,321,015 | 140,542 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $23,825,940 | 127,187 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $17,158,960 | 119,176 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||