Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$516,142
-$197,790 QoQ
Shares Held
2,765
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Parkside Financial Bank & Trust holds $7,098,676 across 87 Software - Application names. CRM ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,001 | $1,016,102 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,092 | $582,057 | |
| 3 | ADBE |
Adobe Inc.
|
2,128 | $517,273 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,765 | $516,142 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,872 | $509,366 | |
| 6 | INTU |
Intuit Inc.
|
1,084 | $468,699 | |
| 7 | TYL |
Tyler Technologies Inc
|
941 | $322,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
2,007 | $216,835 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,142 | 2,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $713,932 | 2,695 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $633,501 | 2,673 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $792,437 | 2,906 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $744,698 | 2,775 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $957,854 | 2,865 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $829,341 | 3,030 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $788,010 | 3,065 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $951,728 | 3,160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $776,262 | 2,950 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $585,222 | 2,886 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $582,654 | 2,758 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $552,391 | 2,765 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $325,110 | 2,452 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $316,591 | 2,201 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $408,803 | 2,477 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $484,301 | 2,281 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $581,956 | 2,290 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $580,139 | 2,139 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $497,332 | 2,036 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $396,620 | 1,872 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $374,295 | 1,682 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $223,172 | 888 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $160,541 | 857 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $138,220 | 960 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||