Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,231,595
-$1,878,130 QoQ
Shares Held
38,740
+12.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Advisors Asset Management, Inc. holds $125,899,261 across 66 Software - Application names. CRM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
339,637 | $40,287,740 | |
| 2 | UBER |
Uber Technologies, Inc
|
227,271 | $16,347,603 | |
| 3 | NOW |
ServiceNow, Inc.
|
94,056 | $9,833,554 | |
| 4 | PAYX |
Paychex Inc
|
89,298 | $8,226,131 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
38,740 | $7,231,595 | |
| 6 | ADP |
Automatic Data Processing Inc
|
33,536 | $6,813,844 | |
| 7 | INTU |
Intuit Inc.
|
11,992 | $5,185,100 | |
| 8 | UPBD |
Upbound Group, Inc.
|
263,823 | $4,762,005 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,231,595 | 38,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,109,725 | 34,388 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,364,775 | 31,075 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,521,880 | 27,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,457,724 | 27,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,363,599 | 25,016 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,044,337 | 22,083 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,992,367 | 19,418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,887,247 | 16,227 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,394,506 | 12,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,397,670 | 11,824 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,413,222 | 11,423 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,710,615 | 13,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,930,908 | 14,563 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,289,213 | 15,915 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,942,828 | 17,831 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,179,943 | 19,687 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,018,559 | 19,748 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,639,465 | 24,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,753,129 | 31,740 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,679,201 | 31,525 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,871,281 | 30,878 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,641,384 | 30,405 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,323,014 | 23,077 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,293,830 | 22,877 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||