Position in CRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$25,937,609
-$10,644,342 QoQ
Shares Held
138,949
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026New York Life Investment Management LLC holds $182,671,543 across 33 Software - Application names. CRM ranks #1 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
138,949 | $25,937,609 | |
| 2 | UBER |
Uber Technologies, Inc
|
285,632 | $20,545,509 | |
| 3 | INTU |
Intuit Inc.
|
44,121 | $19,077,037 | |
| 4 | NOW |
ServiceNow, Inc.
|
165,859 | $17,340,558 | |
| 5 | ADBE |
Adobe Inc.
|
65,403 | $15,898,161 | |
| 6 | ADP |
Automatic Data Processing Inc
|
66,778 | $13,567,954 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
43,353 | $12,046,498 | |
| 8 | ADSK |
Autodesk, Inc.
|
33,756 | $8,081,186 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,937,609 | 138,949 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $36,581,951 | 138,092 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,995,614 | 139,222 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $39,217,185 | 143,816 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $37,978,575 | 141,521 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,458,477 | 141,951 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $39,384,131 | 143,890 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $37,611,159 | 146,290 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $44,145,156 | 146,574 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $40,088,589 | 152,347 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $30,766,997 | 151,726 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,542,278 | 154,039 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,432,784 | 157,337 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $22,828,152 | 172,171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $24,658,635 | 171,431 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,270,196 | 171,293 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||