Position in CRM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,231,079
-$2,103,113 QoQ
Shares Held
11,952
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026PARSONS CAPITAL MANAGEMENT INC/RI holds $21,205,886 across 12 Software - Application names. CRM ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
19,028 | $6,733,248 | |
| 2 | ADP |
Automatic Data Processing Inc
|
17,615 | $3,579,015 | |
| 3 | SHOP |
Shopify Inc.
|
22,745 | $2,698,011 | |
| 4 | INTU |
Intuit Inc.
|
6,218 | $2,688,538 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
11,952 | $2,231,079 | |
| 6 | PAYX |
Paychex Inc
|
12,260 | $1,129,391 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,951 | $787,705 | |
| 8 | DDOG |
Datadog, Inc.
|
4,791 | $565,577 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,231,079 | 11,952 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,334,192 | 16,361 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,957,900 | 16,700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,430,939 | 16,249 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,380,708 | 16,324 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,574,284 | 16,673 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,596,685 | 16,794 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,335,734 | 16,864 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,598,333 | 18,588 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,024,395 | 19,094 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,932,715 | 19,394 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,231,960 | 20,032 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,001,992 | 20,032 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,675,931 | 20,182 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,504,637 | 31,317 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,794,389 | 35,109 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,924,419 | 37,323 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $10,024,411 | 39,446 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $10,568,900 | 38,968 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $9,337,709 | 38,227 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $8,231,149 | 38,850 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $8,693,134 | 39,065 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $9,875,368 | 39,294 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $7,375,556 | 39,372 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $5,654,958 | 39,276 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||