Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,675,008
-$3,947,270 QoQ
Shares Held
36,225
-29.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#603
of 2,450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $78,711,587 across 26 Software - Application names. CRM ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADEA |
Adeia Inc.
|
547,855 | $18,040,865 | |
| 2 | ADP |
Automatic Data Processing Inc
|
32,549 | $7,289,348 | |
| 3 | INTU |
Intuit Inc.
|
22,954 | $5,990,994 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
36,225 | $5,675,008 | |
| 5 | NOW |
ServiceNow, Inc.
|
47,708 | $4,736,450 | |
| 6 | UBER |
Uber Technologies, Inc
|
57,361 | $4,139,169 | |
| 7 | SHOP |
Shopify Inc.
|
35,760 | $4,083,076 | |
| 8 | ROP |
Roper Technologies Inc
|
11,410 | $3,861,029 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,675,008 | 36,225 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $9,622,278 | 51,547 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $15,049,007 | 56,808 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $16,058,409 | 67,757 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $28,773,430 | 105,517 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $27,233,172 | 101,480 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $35,801,059 | 107,083 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $26,824,127 | 98,002 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $27,596,856 | 107,339 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $33,340,626 | 110,700 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,848,115 | 90,629 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,604,659 | 91,748 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,499,504 | 120,702 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,994,875 | 125,112 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,776,884 | 118,990 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,814,966 | 137,757 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $22,627,149 | 137,101 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $31,848,000 | 150,000 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $35,966,764 | 141,529 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $38,367,594 | 141,463 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $35,781,402 | 146,483 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $24,158,476 | 114,025 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,691,261 | 110,957 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $25,763,567 | 102,513 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,381,096 | 114,136 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $15,093,567 | 104,831 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||