Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$353,268
+$259,933 QoQ
Shares Held
2,255
+351.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,736
of 2,451 holders
Holding Since
Mar 2020
20 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, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $17,635,222 across 8 Software - Application names. CRM ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
61,068 | $15,938,748 | |
| 2 | SNOW |
Snowflake Inc.
|
2,100 | $534,450 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,650 | $461,652 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,255 | $353,268 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
570 | $213,932 | |
| 6 | SHOP |
Shopify Inc.
|
900 | $102,762 | |
| 7 | ZM |
Zoom Communications, Inc.
|
349 | $30,122 | |
| 8 | UBER |
Uber Technologies, Inc
|
4 | $288 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,268 | 2,255 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $93,335 | 500 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $422,266 | 1,594 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $76,551 | 323 | Shares | Defined | 2025-11-12 | |
| 2024-09-30 | $528,534 | 1,931 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $547,108 | 2,128 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,334,528 | 4,431 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $1,077,370 | 5,313 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $793,492 | 3,756 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $557,985 | 2,793 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $237,733 | 1,793 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $795,435 | 5,530 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $411,774 | 2,495 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $276,239 | 1,087 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,641,965 | 6,054 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $192,484 | 788 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,237,108 | 5,839 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,680,250 | 21,032 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $916,793 | 4,894 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $95,314 | 662 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||