Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,659,694
-$351,205 QoQ
Shares Held
80,810
+15.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#419
of 2,451 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BLB&B Advisors, LLC holds $33,196,283 across 7 Software - Application names. CRM ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
38,525 | $14,459,202 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
80,810 | $12,659,694 | |
| 3 | ADP |
Automatic Data Processing Inc
|
10,732 | $2,403,431 | |
| 4 | BSY |
Bentley Systems Inc
|
51,600 | $1,542,324 | |
| 5 | SHOP |
Shopify Inc.
|
8,815 | $1,006,496 | |
| 6 | PAYX |
Paychex Inc
|
7,777 | $764,712 | |
| 7 | ADBE |
Adobe Inc.
|
1,758 | $360,424 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,659,694 | 80,810 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,010,899 | 69,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,107,021 | 57,027 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,754,629 | 53,817 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,705,672 | 50,261 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,925,291 | 48,164 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $15,541,664 | 46,486 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,190,222 | 44,537 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,173,070 | 35,679 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $632,779 | 2,101 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||