Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,007,670
-$58,808,819 QoQ
Shares Held
714,973
-21.9% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#111
of 2,450 holders
Holding Since
Sep 2020
24 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, 2026JONES FINANCIAL COMPANIES LLLP holds $926,213,233 across 129 Software - Application names. CRM ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,752,152 | $173,953,650 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
714,973 | $112,007,670 | |
| 3 | SHOP |
Shopify Inc.
|
733,749 | $83,779,459 | |
| 4 | ADP |
Automatic Data Processing Inc
|
349,701 | $78,315,538 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,006,426 | $72,623,699 | |
| 6 | SNOW |
Snowflake Inc.
|
235,835 | $60,020,007 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
130,100 | $48,829,131 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
646,804 | $45,735,509 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,007,670 | 714,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $170,816,489 | 915,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,608,098 | 527,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,809,587 | 467,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $110,788,765 | 406,281 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,553,874 | 344,887 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $87,919,094 | 262,971 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $55,300,367 | 202,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,709,033 | 127,223 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,341,478 | 64,219 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,584,797 | 55,426 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,166,891 | 55,069 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,338,006 | 58,402 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,894,200 | 64,542 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $8,197,111 | 61,823 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,836,090 | 61,430 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $10,166,133 | 61,598 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,177,428 | 62,064 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,153,009 | 59,627 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,057,037 | 59,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,151,538 | 57,934 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,164,277 | 52,694 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,615,076 | 43,208 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,054,805 | 32,050 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||