Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$656,405
+$531,710 QoQ
Shares Held
4,190
+527.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,437
of 2,465 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Itau Unibanco Holding S.A. holds $6,969,760 across 8 Software - Application names. CRM ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
21,010 | $4,307,470 | |
| 2 | BRZE |
Braze, Inc.
|
33,261 | $721,431 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,190 | $656,405 | |
| 4 | U |
Unity Software Inc.
|
19,479 | $556,709 | |
| 5 | DUOL |
Duolingo, Inc.
|
2,680 | $308,253 | |
| 6 | APPF |
Appfolio Inc
|
1,300 | $208,455 | |
| 7 | ZM |
Zoom Communications, Inc.
|
2,002 | $172,792 | |
| 8 | DOCU |
Docusign, Inc.
|
861 | $38,245 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,405 | 4,190 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||