Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$678,494
-$108,880 QoQ
Shares Held
4,331
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,420
of 2,451 holders
Holding Since
Jun 2020
23 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, 2026Probity Advisors, Inc. holds $5,209,403 across 8 Software - Application names. CRM ranks #5 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
4,100 | $1,067,476 | |
| 2 | FROG |
JFrog Ltd
|
9,511 | $864,359 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,354 | $730,105 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,805 | $707,528 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,331 | $678,494 | |
| 6 | ADBE |
Adobe Inc.
|
2,809 | $575,901 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,697 | $329,930 | |
| 8 | TYL |
Tyler Technologies Inc
|
874 | $255,610 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,494 | 4,331 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $787,374 | 4,218 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,094,343 | 4,131 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $921,930 | 3,890 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $972,957 | 3,568 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $897,395 | 3,344 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,086,238 | 3,249 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $865,744 | 3,163 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $765,900 | 2,979 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $844,508 | 2,804 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $763,895 | 2,903 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $611,381 | 3,015 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $654,272 | 3,097 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $413,415 | 3,118 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $436,698 | 3,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $497,760 | 3,016 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $610,632 | 2,876 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $624,905 | 2,459 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $612,414 | 2,258 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $507,348 | 2,077 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $319,923 | 1,510 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $290,274 | 1,155 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $216,178 | 1,154 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||