Position in CRM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$13,356,984
-$3,681,762 QoQ
Shares Held
71,554
+11.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 99.82949939905525.ToString("F0")%
Shared 0.ToString("F0")%
None 0.17050060094474104.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NORTH STAR ASSET MANAGEMENT INC holds $191,068,959 across 14 Software - Application names. CRM ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
610,016 | $41,218,780 | |
| 2 | ADBE |
Adobe Inc.
|
98,567 | $23,959,666 | |
| 3 | PTC |
Ptc Inc.
|
162,897 | $23,211,193 | |
| 4 | INTU |
Intuit Inc.
|
52,989 | $22,911,383 | |
| 5 | NOW |
ServiceNow, Inc.
|
132,253 | $13,827,051 | |
| 6 | ROP |
Roper Technologies Inc
|
38,834 | $13,741,799 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
71,554 | $13,356,984 | |
| 8 | TYL |
Tyler Technologies Inc
|
31,764 | $10,875,358 |
All Filings in CRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,356,984 | 71,554 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,038,746 | 64,319 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,676,893 | 53,489 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,193,560 | 48,383 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,280,511 | 42,035 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,743,656 | 38,117 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $8,460,922 | 30,912 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,044,935 | 23,512 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $288,831 | 959 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||