Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$124,695
+$59,793 QoQ
Shares Held
668
+172.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Itau Unibanco Holding S.A. holds $3,113,772 across 12 Software - Application names. CRM ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,000 | $1,667,220 | |
| 2 | BRZE |
Braze, Inc.
|
33,261 | $785,292 | |
| 3 | ZM |
Zoom Communications, Inc.
|
2,078 | $167,050 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
668 | $124,695 | |
| 5 | INTU |
Intuit Inc.
|
283 | $122,363 | |
| 6 | FROG |
JFrog Ltd
|
2,000 | $93,860 | |
| 7 | SHOP |
Shopify Inc.
|
560 | $66,427 | |
| 8 | DOCU |
Docusign, Inc.
|
987 | $46,793 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,695 | 668 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $64,902 | 245 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,278 | 94 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,938,825 | 7,110 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,265,672 | 12,169 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,821,429 | 5,448 | Shares | Defined | 2025-02-14 | |
| 2023-06-30 | $99,080 | 469 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $141,444 | 708 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $214,530 | 1,618 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $101,407 | 705 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,495,794 | 7,045 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,224,657 | 16,624 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,162,684 | 15,348 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,044 | 254 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $1,601,949 | 7,561 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,225,300 | 10,000 | Shares | Defined | 2021-02-19 | |
| 2020-06-30 | $1,068,530 | 5,704 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $63,495 | 441 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||