Position in CRM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$47,035,239
-$22,581,784 QoQ
Shares Held
251,970
-4.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. CRM ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||