Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,190,968
-$865,362 QoQ
Shares Held
26,752
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#695
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sand Hill Global Advisors, LLC holds $29,552,113 across 8 Software - Application names. CRM ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
44,489 | $11,322,450 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
18,459 | $6,928,031 | |
| 3 | ADSK |
Autodesk, Inc.
|
30,282 | $5,887,426 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
26,752 | $4,190,968 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,294 | $513,741 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,890 | $425,022 | |
| 7 | SHOP |
Shopify Inc.
|
2,173 | $248,113 | |
| 8 | EXFY |
Expensify, Inc.
|
20,314 | $36,362 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,190,968 | 26,752 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,056,330 | 27,087 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,833,123 | 29,569 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,065,918 | 29,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,224,330 | 30,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,970,560 | 29,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,040,207 | 39,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,001,773 | 40,195 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,271,402 | 39,951 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,080,111 | 36,789 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,190,622 | 38,727 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,963,981 | 39,274 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,464,976 | 40,069 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,172,200 | 40,906 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,489,226 | 41,400 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,031,786 | 41,934 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,932,670 | 42,006 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,536,750 | 40,207 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,945,885 | 39,137 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,704,510 | 39,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,819,654 | 40,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,119,282 | 38,322 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,884,287 | 39,924 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,226,210 | 40,690 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,813,534 | 41,710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,065,157 | 42,125 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||