Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,073,904
-$168,571 QoQ
Shares Held
6,855
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,191
of 2,457 holders
Holding Since
Dec 2025
3 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, 2026First National Advisers, LLC holds $7,781,434 across 10 Software - Application names. CRM ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
9,295 | $2,365,577 | |
| 2 | FICO |
Fair Isaac Corp
|
1,047 | $1,250,934 | |
| 3 | PTC |
Ptc Inc.
|
10,896 | $1,237,893 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,855 | $1,073,904 | |
| 5 | DT |
Dynatrace, Inc.
|
10,120 | $444,369 | |
| 6 | PAYX |
Paychex Inc
|
3,669 | $360,772 | |
| 7 | MANH |
Manhattan Associates Inc
|
2,267 | $315,679 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,189 | $266,276 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,904 | 6,855 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,242,475 | 6,656 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,072,620 | 4,049 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||