Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$355,304
-$94,570 QoQ
Shares Held
2,268
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,730
of 2,451 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $15,515,723 across 7 Software - Application names. CRM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
36,156 | $8,097,136 | |
| 2 | INTU |
Intuit Inc.
|
13,681 | $3,570,741 | |
| 3 | ADBE |
Adobe Inc.
|
7,748 | $1,588,494 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
2,472 | $927,790 | |
| 5 | UBER |
Uber Technologies, Inc
|
9,510 | $686,241 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
2,268 | $355,304 | |
| 7 | SHOP |
Shopify Inc.
|
2,540 | $290,017 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,304 | 2,268 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $449,874 | 2,410 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $709,693 | 2,679 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $609,327 | 2,571 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $573,739 | 2,104 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $990,785 | 3,692 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $645,925 | 1,932 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $486,382 | 1,777 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $422,929 | 1,645 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $394,846 | 1,311 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $308,663 | 1,173 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $241,713 | 1,192 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $311,185 | 1,473 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $232,543 | 1,164 | Shares | Sole | 2023-04-20 | |
| 2022-06-30 | $18,772,309 | 113,744 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $23,547,774 | 110,907 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $31,057,989 | 122,213 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $19,145,148 | 70,589 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||