Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,336,074
+$7,756,491 QoQ
Shares Held
72,361
+277.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#446
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 6%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Savant Capital, LLC holds $159,901,307 across 38 Software - Application names. CRM ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,303,095 | $94,031,335 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
72,361 | $11,336,074 | |
| 3 | PAYX |
Paychex Inc
|
93,874 | $9,230,630 | |
| 4 | NOW |
ServiceNow, Inc.
|
57,899 | $5,748,212 | |
| 5 | ADP |
Automatic Data Processing Inc
|
24,117 | $5,401,002 | |
| 6 | SHOP |
Shopify Inc.
|
44,610 | $5,093,569 | |
| 7 | ESTC |
Elastic N.V.
|
74,254 | $4,233,963 | |
| 8 | SAP |
Sap SE
|
21,867 | $3,369,923 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,336,074 | 72,361 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,579,583 | 19,176 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,735,495 | 14,101 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,563,295 | 15,035 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $3,852,837 | 14,129 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $3,575,091 | 13,322 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $5,124,275 | 15,327 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,214,860 | 15,399 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,435,884 | 13,364 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,129,697 | 17,032 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,361,808 | 16,576 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,632,287 | 12,981 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,654,481 | 12,565 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,109,077 | 10,557 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,251,384 | 9,438 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,397,405 | 9,715 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,713,775 | 10,384 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,125,110 | 10,009 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,368,491 | 9,320 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,584,467 | 5,842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $931,401 | 3,813 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $778,834 | 3,676 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $770,621 | 3,463 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $840,665 | 3,345 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $617,252 | 3,295 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $473,406 | 3,288 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||