Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$693,081,069
-$195,613,037 QoQ
Shares Held
3,712,868
+10.7% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $6,073,265,588 across 83 Software - Application names. CRM ranks #1 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,712,868 | $693,081,069 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,497,861 | $507,515,397 | |
| 3 | DDOG |
Datadog, Inc.
|
3,685,562 | $435,080,594 | |
| 4 | ADSK |
Autodesk, Inc.
|
1,098,800 | $263,052,720 | |
| 5 | DT |
Dynatrace, Inc.
|
6,801,507 | $251,519,728 | |
| 6 | PAYX |
Paychex Inc
|
2,344,056 | $215,934,438 | |
| 7 | INTU |
Intuit Inc.
|
492,219 | $212,825,651 | |
| 8 | ROP |
Roper Technologies Inc
|
579,343 | $205,006,313 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $693,081,069 | 3,712,868 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $888,694,106 | 3,354,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $796,903,968 | 3,362,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $729,029,352 | 2,673,473 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $703,489,101 | 2,621,438 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $607,160,330 | 1,816,051 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $501,176,695 | 1,831,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $422,788,352 | 1,644,451 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $451,797,407 | 1,500,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $391,250,761 | 1,486,854 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $350,592,222 | 1,728,929 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $351,658,959 | 1,664,579 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $301,546,733 | 1,509,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $225,212,600 | 1,698,564 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $264,847,845 | 1,841,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,382,259 | 1,850,353 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $433,711,159 | 2,042,724 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $605,251,509 | 2,381,661 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $690,547,003 | 2,546,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $633,122,680 | 2,591,897 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $561,052,099 | 2,648,096 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $661,567,448 | 2,972,936 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $655,460,403 | 2,608,071 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $559,922,626 | 2,988,964 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $366,917,768 | 2,548,394 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||