Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,620,295
-$1,004,963 QoQ
Shares Held
8,680
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
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, 2026Douglass Winthrop Advisors, LLC holds $255,614,526 across 10 Software - Application names. CRM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
2,249,740 | $161,823,798 | |
| 2 | ROP |
Roper Technologies Inc
|
205,930 | $72,870,389 | |
| 3 | INTU |
Intuit Inc.
|
16,023 | $6,928,024 | |
| 4 | ADP |
Automatic Data Processing Inc
|
25,817 | $5,245,498 | |
| 5 | SAP |
Sap SE
|
14,010 | $2,398,652 | |
| 6 | SHOP |
Shopify Inc.
|
18,712 | $2,219,617 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
8,680 | $1,620,295 | |
| 8 | NOW |
ServiceNow, Inc.
|
12,605 | $1,317,852 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620,295 | 8,680 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,625,258 | 9,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,303,403 | 9,719 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,624,368 | 9,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,626,170 | 9,786 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,525,844 | 10,546 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,872,039 | 10,493 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,826,557 | 10,994 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,508,747 | 11,650 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,037,425 | 11,543 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,374,148 | 11,708 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,411,110 | 11,413 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,548,894 | 7,753 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,246,321 | 39,568 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,097,377 | 42,390 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,189,472 | 43,562 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,551,852 | 44,988 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,659,482 | 41,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,192,176 | 37,579 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,090,955 | 33,123 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,459,492 | 30,488 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,349,398 | 24,039 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,106,068 | 20,317 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,107,617 | 16,589 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,268,260 | 15,754 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||