Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,976,696
-$1,163,457 QoQ
Shares Held
19,001
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#807
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $166,163,146 across 19 Software - Application names. CRM ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
594,066 | $58,978,872 | |
| 2 | ROP |
Roper Technologies Inc
|
81,489 | $27,575,062 | |
| 3 | INTU |
Intuit Inc.
|
85,326 | $22,270,086 | |
| 4 | ADP |
Automatic Data Processing Inc
|
89,280 | $19,994,256 | |
| 5 | FICO |
Fair Isaac Corp
|
12,617 | $15,074,539 | |
| 6 | DT |
Dynatrace, Inc.
|
86,946 | $3,817,798 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
19,001 | $2,976,696 | |
| 8 | ADBE |
Adobe Inc.
|
12,111 | $2,482,997 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,976,696 | 19,001 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,140,153 | 22,179 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,252,140 | 23,601 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,775,453 | 24,369 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,694,539 | 24,550 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,468,549 | 24,104 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,011,549 | 23,963 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,609,822 | 24,149 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,290,979 | 24,469 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,524,078 | 24,982 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,759,014 | 25,686 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,224,626 | 25,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,716,906 | 27,061 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,324,936 | 26,654 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,753,351 | 35,850 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,608,753 | 38,993 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,281,587 | 38,061 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,541,421 | 40,229 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $11,308,530 | 44,499 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,160,148 | 44,835 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,825,557 | 44,318 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,371,857 | 44,234 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,442,615 | 42,433 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,824,352 | 43,070 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,290,476 | 44,256 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,102,880 | 42,387 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||