Position in CMRC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$110,014
-$270,315 QoQ
Shares Held
41,204
-55.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMRC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $742,408,889 across 109 Software - Application names. CMRC ranks #103 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in CMRC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,014 | 41,204 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $380,329 | 92,313 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $314,000 | 62,926 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $118,295 | 23,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $145,134 | 25,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $125,845 | 20,563 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $141,131 | 24,125 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $191,376 | 23,744 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $141,072 | 20,475 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $175,597 | 18,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $173,939 | 17,623 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $164,980 | 16,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $148,421 | 16,602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $158,989 | 18,191 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $268,901 | 18,169 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $313,761 | 19,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $455,421 | 20,786 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $816,551 | 23,086 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,192,318 | 23,545 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,509,065 | 23,245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,603,314 | 27,739 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,714,344 | 26,724 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||