Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,252,573
-$1,618,358 QoQ
Shares Held
46,295
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#541
of 2,443 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOKF, NA holds $52,751,702 across 37 Software - Application names. CRM ranks #1 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
46,295 | $7,252,573 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
16,294 | $6,115,463 | |
| 3 | NOW |
ServiceNow, Inc.
|
45,367 | $4,504,035 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,825 | $4,461,291 | |
| 5 | ADP |
Automatic Data Processing Inc
|
15,222 | $3,408,966 | |
| 6 | ADBE |
Adobe Inc.
|
13,529 | $2,773,715 | |
| 7 | INTU |
Intuit Inc.
|
10,506 | $2,742,066 | |
| 8 | PEGA |
Pegasystems Inc
|
70,785 | $2,121,425 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,252,573 | 46,295 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,870,931 | 47,522 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,240,466 | 49,981 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,952,761 | 54,653 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,287,729 | 41,394 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,638,240 | 32,189 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,917,545 | 32,655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,244,828 | 33,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,724,530 | 45,603 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,391,860 | 24,543 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,696,785 | 17,849 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,775,154 | 18,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,876,409 | 18,349 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $4,276,490 | 21,406 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $6,119,823 | 46,156 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $7,381,724 | 51,319 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,992,345 | 60,545 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $12,698,009 | 59,806 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $18,060,001 | 71,066 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $18,141,634 | 66,889 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $15,522,866 | 73,266 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $14,995,405 | 67,386 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $18,008,585 | 71,656 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $14,210,291 | 75,857 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $9,639,460 | 66,950 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||