Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$450,621
-$201,057 QoQ
Shares Held
2,414
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bank of Jackson Hole Trust holds $4,204,359 across 21 Software - Application names. CRM ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
5,119 | $1,422,416 | |
| 2 | SHOP |
Shopify Inc.
|
6,392 | $758,219 | |
| 3 | UBER |
Uber Technologies, Inc
|
7,842 | $564,075 | |
| 4 | PAYX |
Paychex Inc
|
5,934 | $546,640 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,414 | $450,621 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,577 | $320,414 | |
| 7 | MANH |
Manhattan Associates Inc
|
265 | $35,276 | |
| 8 | ADBE |
Adobe Inc.
|
145 | $35,246 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,621 | 2,414 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $651,678 | 2,460 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $501,729 | 2,117 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $166,886 | 612 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $167,188 | 623 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $208,287 | 623 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||