SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in CRM — Salesforce, Inc.

CIK 1232395 NEW YORK, NY

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$14,179,266

-$18,216,577 QoQ

Shares Held

75,959

-37.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 7.235482299661659.ToString("F0")% Shared 0.ToString("F0")% None 92.76451770033835.ToString("F0")%

Technology · as of Mar 31, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $143,411,505 across 23 Software - Application names. CRM ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLUS	Eplus Inc	475,815	$35,805,078
2	UBER	Uber Technologies, Inc	374,007	$26,902,323
3	CCC	CCC Intelligent Solutions Holdings Inc.	2,888,940	$17,333,640
4	CRM	Salesforce, Inc. This page	75,959	$14,179,266
5	QTWO	Q2 Holdings, Inc.	169,732	$8,028,323
6	ADP	Automatic Data Processing Inc	31,450	$6,390,011
7	FROG	JFrog Ltd	128,415	$6,026,515
8	FICO	Fair Isaac Corp	4,882	$5,211,730

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,179,266	75,959	-37.9%	Shares	Sole	2026-05-15
2025-12-31	$32,395,843	122,290	+78.8%	Shares	Sole	2026-02-17
2025-09-30	$16,209,615	68,395	-88.2%	Shares	Sole	2025-11-14
2025-06-30	$157,783,614	578,619	+743.8%	Shares	Sole	2025-08-14
2025-03-31	$18,401,176	68,569	+470.2%	Shares	Sole	2025-05-15
2024-12-31	$4,020,318	12,025	+584.8%	Shares	Sole	2025-02-14
2024-09-30	$480,634	1,756	+15.7%	Shares	Sole	2024-11-14
2024-06-30	$390,277	1,518	0.0%	Shares	Sole	2024-08-15
2024-03-31	$457,191	1,518	-18.2%	Shares	Sole	2024-05-15
2023-12-31	$488,124	1,855	+70.7%	Shares	Sole	2024-02-14
2023-09-30	$220,421	1,087	-21.1%	Shares	Sole	2023-11-14
2023-06-30	$290,905	1,377	+6.7%	Shares	Sole	2023-08-14
2023-03-31	$257,716	1,290	-10.5%	Shares	Sole	2023-05-15
2022-09-30	$207,273	1,441	-19.5%	Shares	Sole	2022-11-14
2022-06-30	$295,586	1,791	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$394,065	1,856	-29.2%	Shares	Sole	2022-05-16
2021-12-31	$666,582	2,623	-8.2%	Shares	Sole	2022-02-14
2021-09-30	$774,875	2,857	+46.6%	Shares	Sole	2021-11-15
2021-06-30	$476,082	1,949	+1.9%	Shares	Sole	2021-08-16
2021-03-31	$405,095	1,912	+7.8%	Shares	Sole	2021-05-17
2020-12-31	$394,545	1,773	+18.0%	Shares	Sole	2021-02-16
2020-09-30	$377,733	1,503	+0.1%	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.