Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$26,874,396
-$12,471,533 QoQ
Shares Held
171,546
-18.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
3.60%
of 13F equity value
Holder Rank
#285
of 2,451 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026WestEnd Advisors, LLC holds $43,746,791 across 11 Software - Application names. CRM ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
171,546 | $26,874,396 | |
| 2 | INTU |
Intuit Inc.
|
64,569 | $16,852,509 | |
| 3 | UBER |
Uber Technologies, Inc
|
159 | $11,473 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
5 | $1,876 | |
| 5 | NOW |
ServiceNow, Inc.
|
17 | $1,687 | |
| 6 | DDOG |
Datadog, Inc.
|
6 | $1,562 | |
| 7 | ADBE |
Adobe Inc.
|
7 | $1,435 | |
| 8 | ROP |
Roper Technologies Inc
|
2 | $676 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,874,396 | 171,546 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $39,345,929 | 210,778 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,364,266 | 144,820 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $35,681,535 | 150,555 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $41,942,994 | 153,812 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $37,984,211 | 141,542 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $49,969,630 | 149,462 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $40,250,424 | 147,055 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $37,852,575 | 147,229 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $47,242,492 | 156,858 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $41,958,462 | 159,453 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $33,038,742 | 162,929 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $38,422,912 | 181,875 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $35,958,402 | 179,990 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $22,655,785 | 170,871 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $29,749,420 | 206,823 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $32,902,374 | 199,360 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $41,631,493 | 196,079 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $47,292,576 | 186,096 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $50,621,314 | 186,643 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $45,596,171 | 186,663 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||