Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$132,064
-$242,769 QoQ
Shares Held
843
-58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,104
of 2,450 holders
Holding Since
Dec 2021
15 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, 2026United Community Bank holds $1,988,700 across 11 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,915 | $876,764 | |
| 2 | PAYX |
Paychex Inc
|
3,635 | $357,429 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,571 | $185,523 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,615 | $160,337 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
843 | $132,064 | |
| 6 | ADBE |
Adobe Inc.
|
537 | $110,095 | |
| 7 | ADSK |
Autodesk, Inc.
|
502 | $97,598 | |
| 8 | ROP |
Roper Technologies Inc
|
98 | $33,162 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,064 | 843 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $374,833 | 2,008 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $769,033 | 2,903 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,024,788 | 4,324 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,030,495 | 3,779 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $926,647 | 3,453 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,016,363 | 3,040 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $786,916 | 2,875 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $635,294 | 2,471 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $400,569 | 1,330 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $267,087 | 1,015 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $172,363 | 850 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $177,458 | 840 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $49,588 | 374 | Shares | Defined | 2024-02-13 | |
| 2021-12-31 | $12,706 | 50 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||