Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,333,997
-$3,958,372 QoQ
Shares Held
78,731
-9.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#426
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $22,217,495 across 11 Software - Application names. CRM ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
78,731 | $12,333,997 | |
| 2 | ADP |
Automatic Data Processing Inc
|
19,758 | $4,424,803 | |
| 3 | ADBE |
Adobe Inc.
|
13,933 | $2,856,543 | |
| 4 | INTU |
Intuit Inc.
|
2,512 | $655,632 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,581 | $474,884 | |
| 6 | SAP |
Sap SE
|
1,805 | $278,168 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,791 | $277,090 | |
| 8 | PAYX |
Paychex Inc
|
2,654 | $260,967 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,333,997 | 78,731 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,292,369 | 87,279 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $22,216,675 | 83,865 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,004,556 | 80,188 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,710,896 | 68,616 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,929,218 | 74,263 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,943,988 | 80,591 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $21,948,804 | 80,190 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $20,245,596 | 78,746 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $23,559,804 | 78,225 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,034,952 | 76,138 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,627,645 | 77,067 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $16,000,409 | 75,738 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $12,948,340 | 64,813 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,469,716 | 63,879 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,753,646 | 67,809 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $11,027,641 | 66,818 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $13,588,054 | 63,998 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $15,480,328 | 60,915 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $16,488,005 | 60,792 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $14,898,515 | 60,992 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,110,515 | 61,880 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $14,133,770 | 63,514 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $17,817,833 | 70,897 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,666,659 | 72,955 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $10,435,093 | 72,476 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||