Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,086,828
-$7,081,273 QoQ
Shares Held
19,704
-63.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#790
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. CRM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,086,828 | 19,704 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,168,101 | 54,471 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $15,100,664 | 57,003 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,187,143 | 76,739 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $21,159,106 | 77,594 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $25,515,132 | 95,078 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $29,264,573 | 87,532 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $24,198,974 | 88,411 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $22,991,424 | 89,426 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $26,913,745 | 89,361 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $23,534,977 | 89,439 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $18,042,349 | 88,975 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $13,765,701 | 65,160 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $6,775,937 | 33,917 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $5,323,090 | 40,147 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $21,773,923 | 151,376 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $25,884,212 | 156,836 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $33,395,387 | 157,288 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $37,901,710 | 149,143 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $36,898,666 | 136,047 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $32,335,973 | 132,378 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $28,196,506 | 133,084 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $29,050,178 | 130,545 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $33,693,215 | 134,065 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $25,114,396 | 134,065 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $19,581,135 | 135,999 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||