Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$766,537
-$156,358 QoQ
Shares Held
4,893
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,348
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Johnson Financial Group, Inc. holds $11,149,843 across 21 Software - Application names. CRM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,698 | $3,739,516 | |
| 2 | ADBE |
Adobe Inc.
|
11,166 | $2,289,252 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,187 | $1,168,053 | |
| 4 | PAYX |
Paychex Inc
|
10,381 | $1,020,763 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,893 | $766,537 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,008 | $753,642 | |
| 7 | DT |
Dynatrace, Inc.
|
14,990 | $658,210 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,047 | $302,505 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,537 | 4,893 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $922,895 | 4,944 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,412,234 | 5,331 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,277,667 | 5,391 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,160,568 | 4,256 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,476,516 | 5,502 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,501,141 | 4,490 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,378,129 | 5,035 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,337,433 | 5,202 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $762,586 | 2,532 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $721,003 | 2,740 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $435,571 | 2,148 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $477,869 | 2,262 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $331,834 | 1,661 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $63,643 | 480 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $56,528 | 393 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $59,249 | 359 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,462 | 346 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $108,259 | 426 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $115,539 | 426 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $121,157 | 496 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $115,892 | 547 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $221,639 | 996 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $124,654 | 496 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $118,205 | 631 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $71,558 | 497 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||