Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,502,290
+$10,910,173 QoQ
Shares Held
73,422
+2214.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#440
of 2,447 holders
Holding Since
Dec 2024
7 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, 2026RiverFront Investment Group, LLC holds $36,553,435 across 11 Software - Application names. CRM ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
73,422 | $11,502,290 | |
| 2 | ADBE |
Adobe Inc.
|
52,436 | $10,750,428 | |
| 3 | INTU |
Intuit Inc.
|
33,437 | $8,727,057 | |
| 4 | ADP |
Automatic Data Processing Inc
|
9,244 | $2,070,193 | |
| 5 | SHOP |
Shopify Inc.
|
9,114 | $1,040,636 | |
| 6 | IDCC |
InterDigital, Inc.
|
2,009 | $568,808 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,870 | $557,985 | |
| 8 | UBER |
Uber Technologies, Inc
|
6,081 | $438,804 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,502,290 | 73,422 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $592,117 | 3,172 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $766,914 | 2,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $710,526 | 2,998 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $460,028 | 1,687 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,207 | 910 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,663 | 666 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||