Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,974,933
+$2,544,622 QoQ
Shares Held
127,505
+36.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#329
of 2,443 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, 2026Crossmark Global Holdings, Inc. holds $178,244,425 across 38 Software - Application names. CRM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
266,165 | $26,424,861 | |
| 2 | UBER |
Uber Technologies, Inc
|
312,369 | $22,540,547 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
127,505 | $19,974,933 | |
| 4 | ADBE |
Adobe Inc.
|
96,427 | $19,769,463 | |
| 5 | ADP |
Automatic Data Processing Inc
|
58,850 | $13,179,457 | |
| 6 | SAP |
Sap SE
|
77,739 | $11,980,357 | |
| 7 | PAYX |
Paychex Inc
|
114,569 | $11,265,569 | |
| 8 | ADSK |
Autodesk, Inc.
|
47,428 | $9,220,951 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,974,933 | 127,505 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $17,430,311 | 93,375 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,148,471 | 98,707 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,831,729 | 92,117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,458,879 | 137,368 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,819,622 | 122,297 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $35,793,703 | 107,061 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $26,264,390 | 95,957 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $25,709,485 | 99,998 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $28,149,487 | 93,464 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,542,608 | 89,468 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,604,769 | 96,680 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,089,980 | 95,096 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,728,685 | 48,697 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,743,659 | 50,861 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $7,351,949 | 51,112 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,533,392 | 51,705 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $10,691,585 | 50,356 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $14,320,987 | 56,353 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $16,438,101 | 60,608 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $13,769,011 | 56,368 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $12,570,035 | 59,329 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $13,711,185 | 61,615 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $14,468,995 | 57,572 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,110,729 | 59,311 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,876,137 | 54,703 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||