Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,866,368
-$2,312,898 QoQ
Shares Held
75,746
-0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#436
of 2,457 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $165,059,859 across 23 Software - Application names. CRM ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLUS |
Eplus Inc
|
444,397 | $36,987,162 | |
| 2 | UBER |
Uber Technologies, Inc
|
378,731 | $27,329,228 | |
| 3 | NOW |
ServiceNow, Inc.
|
176,383 | $17,511,304 | |
| 4 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
2,721,719 | $14,044,070 | |
| 5 | APPS |
Digital Turbine, Inc.
|
1,053,466 | $13,589,711 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
75,746 | $11,866,368 | |
| 7 | FROG |
JFrog Ltd
|
123,514 | $11,224,952 | |
| 8 | QTWO |
Q2 Holdings, Inc.
|
156,016 | $7,504,369 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,866,368 | 75,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,179,266 | 75,959 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,395,843 | 122,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,209,615 | 68,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,451,366 | 578,619 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,401,176 | 68,569 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,020,318 | 12,025 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $480,634 | 1,756 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $390,277 | 1,518 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $457,191 | 1,518 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $488,124 | 1,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $220,421 | 1,087 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $290,905 | 1,377 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,716 | 1,290 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $207,273 | 1,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,586 | 1,791 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $394,065 | 1,856 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $666,582 | 2,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $774,875 | 2,857 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $476,082 | 1,949 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $405,095 | 1,912 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $394,545 | 1,773 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $377,733 | 1,503 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $281,182 | 1,501 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||