Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,666,079
-$453,745 QoQ
Shares Held
10,635
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,015
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $14,335,258 across 13 Software - Application names. CRM ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
7,879 | $2,666,174 | |
| 2 | ADBE |
Adobe Inc.
|
12,010 | $2,462,290 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,152 | $1,825,640 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
10,635 | $1,666,079 | |
| 5 | INTU |
Intuit Inc.
|
4,615 | $1,204,515 | |
| 6 | SNOW |
Snowflake Inc.
|
4,356 | $1,108,602 | |
| 7 | NOW |
ServiceNow, Inc.
|
8,290 | $823,031 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,936 | $570,817 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,079 | 10,635 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,119,824 | 11,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,421,807 | 9,142 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,129,208 | 8,984 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,936,644 | 7,102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,674,834 | 6,241 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,033,395 | 6,082 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,691,801 | 6,181 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,501,464 | 5,840 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,932,973 | 6,418 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,777,773 | 6,756 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,391,070 | 6,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,372,344 | 6,496 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,274,995 | 6,382 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $907,048 | 6,841 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,150,000 | 7,995 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,250,508 | 7,577 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,191,539 | 5,612 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $905,719 | 3,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $889,330 | 3,279 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $876,196 | 3,587 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,009,984 | 4,767 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $788,423 | 3,543 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $515,457 | 2,051 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $377,657 | 2,016 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $278,745 | 1,936 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||