Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$206,012,442
-$58,223,234 QoQ
Shares Held
1,315,029
-7.1% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#81
of 2,451 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,099,714,410 across 75 Software - Application names. CRM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
2,027,041 | $592,828,409 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,334,480 | $500,857,033 | |
| 3 | FICO |
Fair Isaac Corp
|
415,795 | $496,783,548 | |
| 4 | NICE |
NICE Ltd.
|
4,434,216 | $402,848,523 | |
| 5 | ROP |
Roper Technologies Inc
|
1,148,365 | $388,595,231 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,510,939 | $325,509,356 | |
| 7 | APPF |
Appfolio Inc
|
1,605,135 | $257,383,396 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,315,029 | $206,012,442 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,012,442 | 1,315,029 | Shares | Defined | 2026-08-04 | |
| 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 | |
| 2021-03-31 | $769,163,949 | 3,630,358 | Shares | Defined | 2021-05-10 | |
| 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. | ||||||