Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,989
-$224 QoQ
Shares Held
51
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,366
of 2,457 holders
Holding Since
Jun 2020
22 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, 2026Bollard Group LLC holds $5,841,828 across 7 Software - Application names. CRM ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
65,087 | $4,696,677 | |
| 2 | PAYX |
Paychex Inc
|
9,373 | $921,647 | |
| 3 | SHOP |
Shopify Inc.
|
1,448 | $165,332 | |
| 4 | NOW |
ServiceNow, Inc.
|
325 | $32,266 | |
| 5 | ADP |
Automatic Data Processing Inc
|
80 | $17,916 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
51 | $7,989 | |
| 7 | ADBE |
Adobe Inc.
|
4 | $1 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,989 | 51 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,213 | 44 | Shares | Defined | 2026-05-14 | |
| 2025-03-31 | $6,709 | 25 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,358 | 25 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,842 | 25 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,427 | 25 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,529 | 25 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,578 | 25 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,069 | 25 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,238 | 110 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,994 | 25 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3 | 25 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,596 | 25 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,126 | 25 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,065 | 330 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $83,862 | 330 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $89,502 | 330 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,609 | 330 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $69,917 | 330 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $73,434 | 330 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $82,935 | 330 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $61,818 | 330 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||