Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,072,220
-$446,687 QoQ
Shares Held
25,994
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#707
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CONNING INC. holds $47,255,180 across 8 Software - Application names. CRM ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
163,142 | $36,535,650 | |
| 2 | INTU |
Intuit Inc.
|
16,683 | $4,354,263 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
25,994 | $4,072,220 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,542 | $616,390 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,244 | $466,898 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,440 | $440,803 | |
| 7 | ADBE |
Adobe Inc.
|
1,941 | $397,943 | |
| 8 | DDOG |
Datadog, Inc.
|
1,425 | $371,013 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,072,220 | 25,994 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,518,907 | 24,208 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,292,107 | 19,977 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,714,641 | 19,893 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,467,707 | 20,051 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,896,496 | 18,246 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,770,870 | 17,261 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,947,718 | 21,730 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,592,696 | 21,753 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,785,696 | 5,929 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,575,156 | 5,986 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,213,841 | 5,986 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,256,151 | 5,946 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,359,702 | 6,806 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $925,478 | 6,980 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,009,756 | 7,020 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,277,739 | 7,742 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,654,185 | 7,791 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,148,415 | 8,454 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,550,281 | 9,403 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,528,683 | 10,352 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,505,786 | 11,827 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,867,744 | 12,887 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,228,708 | 12,847 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,334,506 | 12,462 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,814,435 | 12,602 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||