Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$103,552
-$39,997 QoQ
Shares Held
661
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,133
of 2,451 holders
Holding Since
Dec 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, 2026SITTNER & NELSON, LLC holds $1,753,387 across 19 Software - Application names. CRM ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
3,072 | $781,824 | |
| 2 | FICO |
Fair Isaac Corp
|
180 | $215,060 | |
| 3 | SHOP |
Shopify Inc.
|
1,464 | $167,159 | |
| 4 | ADP |
Automatic Data Processing Inc
|
625 | $139,968 | |
| 5 | PDFS |
Pdf Solutions Inc
|
1,677 | $118,714 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
661 | $103,552 | |
| 7 | ADBE |
Adobe Inc.
|
363 | $74,422 | |
| 8 | UBER |
Uber Technologies, Inc
|
639 | $46,110 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,552 | 661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $143,549 | 769 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $209,543 | 791 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $211,404 | 892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $222,515 | 816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $192,145 | 716 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $249,744 | 747 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $216,778 | 792 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $203,623 | 792 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $249,377 | 828 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $191,565 | 728 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,457 | 1,028 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $217,175 | 1,028 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $198,181 | 992 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $126,756 | 956 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $149,018 | 1,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $121,469 | 736 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $92,571 | 436 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $71,410 | 281 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $62,380 | 230 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $56,182 | 230 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $48,730 | 230 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $48,956 | 220 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||