Position in CRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$264,235,676
-$111,530,415 QoQ
Shares Held
1,415,523
-0.2% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,457,974,697 across 80 Software - Application names. CRM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
1,745,625 | $597,667,086 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,888,874 | $524,861,417 | |
| 3 | NICE |
NICE Ltd.
|
4,578,940 | $504,873,924 | |
| 4 | FICO |
Fair Isaac Corp
|
422,822 | $451,379,396 | |
| 5 | ROP |
Roper Technologies Inc
|
1,155,870 | $409,016,156 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,415,523 | $264,235,676 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,459,980 | $248,876,361 | |
| 8 | APPF |
Appfolio Inc
|
1,505,882 | $237,658,295 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,235,676 | 1,415,523 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $375,766,091 | 1,418,467 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $383,698,734 | 1,618,982 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $459,332,669 | 1,684,450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $574,571,908 | 2,141,049 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $564,163,151 | 1,687,444 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $433,032,758 | 1,582,086 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $427,113,030 | 1,661,272 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $517,187,499 | 1,717,204 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $438,162,833 | 1,665,132 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $316,792,243 | 1,562,246 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $330,881,115 | 1,566,227 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $307,796,250 | 1,540,676 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $205,234,070 | 1,547,885 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $319,068,476 | 2,218,218 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $410,383,676 | 2,486,571 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $829,671,185 | 3,907,645 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $990,494,037 | 3,897,588 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,083,907,404 | 3,996,414 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $939,309,506 | 3,845,374 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $794,935,462 | 3,572,262 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $749,774,014 | 2,983,344 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $562,412,616 | 3,002,256 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $370,615,462 | 2,574,076 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||