Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,041,123
+$43,008 QoQ
Shares Held
13,029
+21.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#939
of 2,451 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MONARCH CAPITAL MANAGEMENT INC holds $10,317,867 across 2 Software - Application names. CRM ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
36,958 | $8,276,744 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
13,029 | $2,041,123 |
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,123 | 13,029 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,998,115 | 10,704 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,454,620 | 5,491 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $416,883 | 1,759 | Shares | Sole | 2025-10-20 | |
| 2024-12-31 | $217,314 | 650 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $205,705 | 683 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||