Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,393,097
-$3,384,223 QoQ
Shares Held
98,258
-2.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#379
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 59%
Shared 2%
None 39%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $98,150,253 across 20 Software - Application names. CRM ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
139,294 | $31,194,889 | |
| 2 | NOW |
ServiceNow, Inc.
|
156,761 | $15,563,230 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
98,258 | $15,393,097 | |
| 4 | INTU |
Intuit Inc.
|
25,636 | $6,690,996 | |
| 5 | DT |
Dynatrace, Inc.
|
116,873 | $5,131,893 | |
| 6 | ZM |
Zoom Communications, Inc.
|
41,386 | $3,572,025 | |
| 7 | ADBE |
Adobe Inc.
|
16,726 | $3,429,164 | |
| 8 | PAYX |
Paychex Inc
|
30,912 | $3,039,575 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,393,097 | 98,258 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,777,320 | 100,591 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $34,667,974 | 130,867 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||