Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$702,493,832
+$9,412,763 QoQ
Shares Held
4,484,194
+20.8% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#33
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $7,225,907,399 across 81 Software - Application names. CRM ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
2,780,074 | $723,820,066 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,484,194 | $702,493,832 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,002,029 | $672,304,394 | |
| 4 | FROG |
JFrog Ltd
|
3,732,370 | $339,197,785 | |
| 5 | DT |
Dynatrace, Inc.
|
7,695,192 | $337,895,880 | |
| 6 | PAYX |
Paychex Inc
|
3,366,093 | $330,987,924 | |
| 7 | ROP |
Roper Technologies Inc
|
939,140 | $317,795,584 | |
| 8 | INTU |
Intuit Inc.
|
835,742 | $218,128,662 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,493,832 | 4,484,194 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||