Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$702,776
-$193,986 QoQ
Shares Held
4,486
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,388
of 2,451 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Group, LLC holds $9,300,183 across 8 Software - Application names. CRM ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
26,576 | $2,638,465 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,514 | $1,906,710 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,268 | $1,601,865 | |
| 4 | ROP |
Roper Technologies Inc
|
2,420 | $818,903 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,486 | $702,776 | |
| 6 | TYL |
Tyler Technologies Inc
|
2,265 | $662,421 | |
| 7 | ADBE |
Adobe Inc.
|
3,176 | $651,143 | |
| 8 | PAYX |
Paychex Inc
|
3,233 | $317,900 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,776 | 4,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $896,762 | 4,804 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,512,636 | 5,710 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,394,745 | 5,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,611,870 | 5,911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,589,496 | 5,923 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,051,783 | 6,137 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,859,585 | 6,794 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,168,381 | 8,434 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,567,258 | 8,524 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,288,528 | 8,697 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,588,486 | 12,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,824,968 | 13,372 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,752,768 | 13,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,917,516 | 14,462 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,073,404 | 28,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,965,228 | 30,085 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,007,196 | 33,003 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,453,126 | 33,263 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,512,782 | 31,387 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,541,103 | 30,872 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,288,513 | 29,681 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,456,435 | 24,520 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,502,900 | 17,917 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,140,587 | 16,765 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||