Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$231,700
-$82,838 QoQ
Shares Held
1,479
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,984
of 2,451 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Johnson Financial Group, LLC holds $4,494,675 across 6 Software - Application names. CRM ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYC |
Paycom Software, Inc.
|
25,378 | $3,189,507 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,600 | $358,320 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
4,838 | $300,197 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
1,479 | $231,700 | |
| 5 | SHOP |
Shopify Inc.
|
1,844 | $210,547 | |
| 6 | ADBE |
Adobe Inc.
|
997 | $204,404 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,700 | 1,479 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $314,538 | 1,685 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||