Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$138,799
+$2,345 QoQ
Shares Held
886
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#607
of 743 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, 2026OAKWORTH CAPITAL, INC. holds $2,086,368 across 13 Software - Application names. CRM ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,025 | $1,125,348 | |
| 2 | ADSK |
Autodesk, Inc.
|
1,201 | $233,498 | |
| 3 | INTU |
Intuit Inc.
|
676 | $176,436 | |
| 4 | PAYX |
Paychex Inc
|
1,721 | $169,225 | |
| 5 | ADBE |
Adobe Inc.
|
695 | $142,488 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
886 | $138,799 | |
| 7 | ASUR |
Asure Software Inc
|
5,000 | $39,700 | |
| 8 | NOW |
ServiceNow, Inc.
|
205 | $20,352 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,799 | 886 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $136,454 | 731 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $201,595 | 761 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $147,414 | 622 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $141,798 | 520 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $124,519 | 464 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $147,439 | 441 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $52,278 | 191 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $55,276 | 215 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $34,635 | 115 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $30,261 | 115 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $29,605 | 146 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $40,984 | 194 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $240,535 | 1,204 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $159,638 | 1,204 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $173,327 | 1,205 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $187,980 | 1,139 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $450,543 | 2,122 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $512,580 | 2,017 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $403,304 | 1,487 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $358,099 | 1,466 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $301,491 | 1,423 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $326,674 | 1,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $368,937 | 1,468 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $269,567 | 1,439 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $204,883 | 1,423 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||