Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,114,391
-$39,203,324 QoQ
Shares Held
964,601
-5.4% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#93
of 2,450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. CRM ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,114,391 | 964,601 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $190,317,715 | 1,019,541 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $293,503,853 | 1,107,938 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $260,516,562 | 1,099,226 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $353,004,292 | 1,294,526 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $353,024,357 | 1,315,488 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $416,368,895 | 1,245,383 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $328,146,811 | 1,198,885 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $315,994,408 | 1,229,072 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $408,151,001 | 1,355,173 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $358,054,858 | 1,360,701 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $276,075,639 | 1,361,454 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $288,642,633 | 1,366,291 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $266,562,254 | 1,334,279 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $169,949,616 | 1,281,768 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $205,830,432 | 1,430,968 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $234,167,990 | 1,418,856 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $320,792,373 | 1,510,891 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $375,888,507 | 1,479,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $383,662,655 | 1,414,581 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $344,449,764 | 1,410,119 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $278,055,642 | 1,312,388 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $280,692,885 | 1,261,371 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $307,197,229 | 1,222,335 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $224,705,890 | 1,199,519 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $150,444,987 | 1,044,902 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||