Position in CRM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,880,504
-$1,477,000 QoQ
Shares Held
15,431
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026WHITTIER TRUST CO OF NEVADA INC holds $46,595,370 across 41 Software - Application names. CRM ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
122,903 | $8,840,412 | |
| 2 | DDOG |
Datadog, Inc.
|
48,854 | $5,767,214 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
34,202 | $5,115,250 | |
| 4 | SNOW |
Snowflake Inc.
|
27,513 | $4,149,509 | |
| 5 | FICO |
Fair Isaac Corp
|
3,518 | $3,755,605 | |
| 6 | CHYM |
Chime Financial, Inc.
|
192,910 | $3,613,204 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
56,475 | $3,583,903 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
15,431 | $2,880,504 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,880,504 | 15,431 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,357,504 | 16,449 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,293,018 | 18,114 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,304,093 | 19,451 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,308,327 | 57,044 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,384,137 | 54,988 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,055,692 | 47,699 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,158,001 | 47,289 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,110,282 | 46,850 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,784,461 | 44,784 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $9,092,046 | 44,837 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,613,808 | 45,507 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,767,747 | 33,876 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,518,003 | 34,075 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,899,908 | 34,065 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,816,174 | 35,241 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,222,488 | 34,017 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,959,350 | 31,320 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,256,750 | 30,443 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,373,045 | 30,184 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,972,403 | 28,189 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,992,460 | 22,435 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,491,592 | 21,851 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,107,022 | 21,924 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,321,618 | 23,070 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||