Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,591,624
-$1,320,604 QoQ
Shares Held
16,543
-21.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#848
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Simmons Bank holds $14,035,770 across 8 Software - Application names. CRM ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
52,012 | $3,753,185 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
16,543 | $2,591,624 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,145 | $1,801,434 | |
| 4 | SHOP |
Shopify Inc.
|
14,372 | $1,640,994 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
4,238 | $1,590,606 | |
| 6 | ADBE |
Adobe Inc.
|
6,752 | $1,384,295 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,433 | $992,769 | |
| 8 | ROP |
Roper Technologies Inc
|
830 | $280,863 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,591,624 | 16,543 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,912,228 | 20,958 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,889,354 | 37,331 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,576,319 | 36,187 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,348,902 | 34,284 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,300,282 | 34,656 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,208,746 | 33,526 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,271,103 | 33,872 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,475,300 | 32,965 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,562,463 | 31,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,137,603 | 30,925 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,753,880 | 28,375 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,997,035 | 28,387 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,660,965 | 28,336 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,587,487 | 27,057 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,708,768 | 25,784 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,888,341 | 23,560 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,384,406 | 20,650 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,804,071 | 18,904 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,971,731 | 18,331 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,256,404 | 17,425 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,303,687 | 15,593 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,294,951 | 10,313 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,576,783 | 10,253 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,901,928 | 15,491 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,416,847 | 16,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||