Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,144,478
-$6,793,131 QoQ
Shares Held
122,204
-12.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#336
of 2,451 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $173,203,357 across 30 Software - Application names. CRM ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
283,272 | $20,440,907 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
122,204 | $19,144,478 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
45,213 | $16,969,343 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,361 | $16,714,880 | |
| 5 | ADP |
Automatic Data Processing Inc
|
68,204 | $15,274,285 | |
| 6 | ADBE |
Adobe Inc.
|
65,907 | $13,512,253 | |
| 7 | DDOG |
Datadog, Inc.
|
50,767 | $13,217,696 | |
| 8 | INTU |
Intuit Inc.
|
45,112 | $11,774,232 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,144,478 | 122,204 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||