Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$351,075
-$29,918 QoQ
Shares Held
2,241
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,745
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 26%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $3,186,139 across 15 Software - Application names. CRM ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
2,454 | $921,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 3 | PAYX |
Paychex Inc
|
4,233 | $416,230 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,241 | $351,075 | |
| 5 | ADBE |
Adobe Inc.
|
1,115 | $228,597 | |
| 6 | UBER |
Uber Technologies, Inc
|
2,830 | $204,212 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,050 | $203,524 | |
| 8 | INTU |
Intuit Inc.
|
278 | $72,558 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,075 | 2,241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,993 | 2,041 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $450,347 | 1,700 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $438,450 | 1,850 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $445,575 | 1,634 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $431,791 | 1,609 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $580,062 | 1,735 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $483,645 | 1,767 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $454,295 | 1,767 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $532,185 | 1,767 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $478,125 | 1,817 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $369,262 | 1,821 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $384,704 | 1,821 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $371,590 | 1,860 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $253,246 | 1,910 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $242,801 | 1,688 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $290,965 | 1,763 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $374,320 | 1,763 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $448,031 | 1,763 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $483,856 | 1,784 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $447,258 | 1,831 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $421,197 | 1,988 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $412,570 | 1,854 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $471,225 | 1,875 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $354,990 | 1,895 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $272,842 | 1,895 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||