Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,100,418
-$3,746,336 QoQ
Shares Held
102,773
-3.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#363
of 2,451 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $55,853,516 across 7 Software - Application names. CRM ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
228,323 | $22,667,907 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
102,773 | $16,100,418 | |
| 3 | UBER |
Uber Technologies, Inc
|
112,931 | $8,149,100 | |
| 4 | ADBE |
Adobe Inc.
|
27,364 | $5,610,167 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,259 | $1,849,603 | |
| 6 | PAYX |
Paychex Inc
|
12,142 | $1,193,922 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
2,295 | $282,399 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,100,418 | 102,773 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $19,846,754 | 106,320 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $29,970,592 | 113,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,470,670 | 115,910 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $32,622,995 | 119,634 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $32,475,048 | 121,013 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $40,776,224 | 121,964 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $33,800,447 | 123,490 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $31,597,332 | 122,899 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,433,360 | 124,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,762,440 | 128,306 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,130,506 | 114,067 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $24,655,732 | 116,708 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,947,231 | 109,857 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $14,172,810 | 106,892 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,888,710 | 110,461 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,012,465 | 109,140 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,189,802 | 109,221 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $27,991,657 | 110,147 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $29,380,991 | 108,329 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||