Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,315,747
+$2,073,298 QoQ
Shares Held
40,315
+77.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#566
of 2,451 holders
Holding Since
Mar 2023
14 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, 2026Ironwood Investment Counsel, LLC holds $20,565,750 across 9 Software - Application names. CRM ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
40,315 | $6,315,747 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,629 | $5,423,567 | |
| 3 | INTU |
Intuit Inc.
|
17,918 | $4,676,598 | |
| 4 | PAYX |
Paychex Inc
|
18,208 | $1,790,392 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,461 | $999,040 | |
| 6 | ADBE |
Adobe Inc.
|
2,706 | $554,784 | |
| 7 | WDAY |
Workday, Inc.
|
2,332 | $285,483 | |
| 8 | ROP |
Roper Technologies Inc
|
815 | $275,787 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,315,747 | 40,315 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,242,449 | 22,727 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,273,687 | 4,808 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,151,583 | 4,859 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,368,358 | 5,018 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $913,229 | 3,403 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,111,312 | 3,324 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $921,307 | 3,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $870,283 | 3,385 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,031,541 | 3,425 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $949,672 | 3,609 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $744,608 | 3,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $292,595 | 1,385 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $308,859 | 1,546 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||