Position in CRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$725,335
-$444,152 QoQ
Shares Held
4,630
-26.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,370
of 2,451 holders
Holding Since
Jun 2020
25 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, 2026Field & Main Bank holds $3,810,966 across 8 Software - Application names. CRM ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
1,500 | $1,792,170 | |
| 2 | NOW |
ServiceNow, Inc.
|
7,620 | $756,513 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,630 | $725,335 | |
| 4 | SHOP |
Shopify Inc.
|
2,190 | $250,054 | |
| 5 | ADP |
Automatic Data Processing Inc
|
735 | $164,603 | |
| 6 | ADBE |
Adobe Inc.
|
425 | $87,133 | |
| 7 | PAYX |
Paychex Inc
|
340 | $33,432 | |
| 8 | ZM |
Zoom Communications, Inc.
|
20 | $1,726 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,335 | 4,630 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,169,487 | 6,265 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,885,363 | 7,117 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,664,214 | 7,022 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,104,348 | 7,717 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,096,428 | 7,812 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,611,117 | 7,810 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,128,095 | 7,775 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,017,463 | 7,847 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,385,044 | 7,919 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,110,909 | 8,022 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,581,075 | 7,797 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,706,347 | 8,077 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,617,019 | 8,094 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,043,218 | 7,868 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,128,137 | 7,843 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,310,912 | 7,943 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,583,907 | 7,460 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,827,194 | 7,190 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,921,593 | 7,085 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,824,696 | 7,470 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,543,472 | 7,285 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,586,638 | 7,130 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $1,866,051 | 7,425 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,495,830 | 7,985 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||