Position in CRM
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$291,416,099
+$23,430,482 QoQ
Shares Held
1,100,057
-2.7% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,994,057,643 across 96 Software - Application names. CRM ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
457,562 | $303,098,219 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,150,563 | $295,959,320 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,100,057 | $291,416,099 | |
| 4 | ROP |
Roper Technologies Inc
|
560,607 | $249,542,993 | |
| 5 | ADBE |
Adobe Inc.
|
566,316 | $198,204,936 | |
| 6 | SHOP |
Shopify Inc.
|
913,503 | $147,046,577 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
331,882 | $103,739,675 | |
| 8 | SNOW |
Snowflake Inc.
|
435,095 | $95,442,439 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $291,416,099 | 1,100,057 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $267,985,617 | 1,130,741 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $517,734,959 | 1,898,621 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $500,965,860 | 1,866,768 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $623,737,749 | 1,865,635 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $529,187,081 | 1,933,386 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $498,102,197 | 1,937,387 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $503,395,263 | 1,671,410 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $449,803,095 | 1,709,368 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $403,993,321 | 1,992,274 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $430,094,937 | 2,035,856 | Shares | Other | 2023-11-21 | |
| 2023-03-31 | $413,593,146 | 2,070,243 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $244,585,855 | 1,844,678 | Shares | Other | 2023-06-01 | |
| 2022-09-30 | $292,035,186 | 2,030,278 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $334,298,752 | 2,025,562 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $434,528,167 | 2,046,572 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $463,410,120 | 1,823,516 | Shares | Other | 2022-04-04 | |
| 2021-09-30 | $490,232,861 | 1,807,510 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $372,017,103 | 1,522,975 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $270,157,131 | 1,275,108 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $224,563,256 | 1,009,137 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $248,823,889 | 990,068 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $151,829,278 | 810,491 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $117,489,839 | 816,015 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||