Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,721,967
-$16,793,261 QoQ
Shares Held
17,375
-83.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#841
of 2,451 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Advisors Capital Management, LLC holds $54,645,382 across 17 Software - Application names. CRM ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
245,440 | $17,710,950 | |
| 2 | PCOR |
Procore Technologies, Inc.
|
268,873 | $10,921,621 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
58,744 | $7,228,449 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
51,266 | $3,625,018 | |
| 5 | APPF |
Appfolio Inc
|
20,176 | $3,235,221 | |
| 6 | ADP |
Automatic Data Processing Inc
|
14,240 | $3,189,048 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
17,375 | $2,721,967 | |
| 8 | NCNO |
nCino, Inc.
|
75,725 | $1,238,103 |
All Filings in CRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,721,967 | 17,375 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,515,228 | 104,544 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,772,194 | 29,339 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,875,844 | 29,012 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,777,391 | 28,521 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,047,670 | 26,262 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $3,435,909 | 10,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,731,078 | 9,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,505,182 | 9,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,285,436 | 4,268 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $972,039 | 3,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $730,413 | 3,602 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $228,372 | 1,081 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $439,501 | 2,663 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $694,074 | 3,269 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,014,741 | 3,993 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,742 | 1,920 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $441,395 | 1,807 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $353,399 | 1,668 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $366,729 | 1,648 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $391,305 | 1,557 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $234,911 | 1,254 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||