Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,783,691
-$1,512,145 QoQ
Shares Held
17,769
-22.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#834
of 2,457 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Callahan Advisors, LLC holds $21,488,310 across 8 Software - Application names. CRM ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
109,062 | $10,724,066 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
17,769 | $2,783,691 | |
| 3 | ADP |
Automatic Data Processing Inc
|
11,402 | $2,553,477 | |
| 4 | ADBE |
Adobe Inc.
|
8,955 | $1,835,954 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,367 | $1,823,475 | |
| 6 | INTU |
Intuit Inc.
|
3,230 | $843,030 | |
| 7 | PAYC |
Paycom Software, Inc.
|
4,500 | $565,560 | |
| 8 | WDAY |
Workday, Inc.
|
2,933 | $359,057 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,783,691 | 17,769 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,295,836 | 23,013 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,705,507 | 36,637 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,579,303 | 40,419 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,024,402 | 33,094 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,435,628 | 31,434 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,152,264 | 30,366 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,208,289 | 29,989 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,219,368 | 28,080 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,090,379 | 23,542 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,268,325 | 20,021 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,878,056 | 14,193 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,356,394 | 11,154 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,886,722 | 9,444 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,252,842 | 9,449 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,337,999 | 9,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,976,684 | 11,977 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,193,292 | 15,040 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,724,021 | 14,654 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,648,180 | 13,451 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,065,588 | 12,550 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,796,233 | 8,478 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $839,160 | 3,771 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||