Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$693,690
-$161,818 QoQ
Shares Held
4,428
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,396
of 2,443 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MATHER GROUP, LLC. holds $30,159,464 across 42 Software - Application names. CRM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
75,170 | $16,834,321 | |
| 2 | NOW |
ServiceNow, Inc.
|
37,961 | $3,768,768 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,859 | $2,949,639 | |
| 4 | ADBE |
Adobe Inc.
|
10,907 | $2,236,153 | |
| 5 | UBER |
Uber Technologies, Inc
|
10,707 | $772,617 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
4,428 | $693,690 | |
| 7 | INTU |
Intuit Inc.
|
1,468 | $383,148 | |
| 8 | SAP |
Sap SE
|
1,997 | $307,757 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,690 | 4,428 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $855,508 | 4,583 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,203,026 | 12,091 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,521,206 | 10,638 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,702,903 | 9,912 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,746,664 | 10,235 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,145,414 | 3,426 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $840,015 | 3,069 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $961,039 | 3,738 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $536,100 | 1,780 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $474,178 | 1,802 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $374,534 | 1,847 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $255,835 | 1,211 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $287,683 | 1,440 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $430,800 | 2,995 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $553,709 | 3,355 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,019,772 | 4,803 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $761,627 | 2,997 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $732,836 | 2,702 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $684,688 | 2,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $586,244 | 2,767 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $420,136 | 1,888 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $441,569 | 1,757 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $325,766 | 1,739 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $254,412 | 1,767 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||