Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,485,019
-$1,569,061 QoQ
Shares Held
28,629
-11.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#674
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026WoodTrust Financial Corp holds $14,883,292 across 6 Software - Application names. CRM ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
64,514 | $6,404,949 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
28,629 | $4,485,019 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
22,300 | $1,576,833 | |
| 4 | UBER |
Uber Technologies, Inc
|
20,903 | $1,508,359 | |
| 5 | INTU |
Intuit Inc.
|
1,895 | $494,595 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,414 | $413,537 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,485,019 | 28,629 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $6,054,080 | 32,432 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $15,802,940 | 59,654 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $14,137,050 | 59,650 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $16,124,431 | 59,131 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $15,450,021 | 57,572 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $19,154,767 | 57,293 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $15,929,374 | 58,198 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,474,986 | 56,301 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,944,988 | 56,262 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $15,255,014 | 57,973 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $11,937,252 | 58,868 | Shares | Defined | 2023-10-16 | |
| 2023-06-30 | $12,588,349 | 59,587 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $11,543,088 | 57,779 | Shares | Defined | 2023-04-14 | |
| 2022-12-31 | $6,601,788 | 49,791 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $4,308,295 | 29,952 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $4,740,608 | 28,724 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $5,728,605 | 26,981 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $6,374,087 | 25,082 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,503,313 | 23,978 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $5,099,136 | 20,875 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $4,303,503 | 20,312 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $4,788,623 | 21,519 | Shares | Defined | 2021-01-21 | |
| 2020-09-30 | $5,947,739 | 23,666 | Shares | Defined | 2020-10-13 | |
| 2020-06-30 | $4,402,816 | 23,503 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $2,065,105 | 14,343 | Shares | Defined | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||