Position in TEAM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,283,272
New position
Shares Held
55,062
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#6
of 71 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. TEAM ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
This page
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in TEAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,283,272 | 55,062 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||