Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$36,737,776
-$123,154,482 QoQ
Shares Held
196,806
-67.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.16%
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, 2026Rathbones Group PLC holds $794,728,960 across 19 Software - Application names. CRM ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,510,859 | $179,218,094 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
633,384 | $175,998,412 | |
| 3 | INTU |
Intuit Inc.
|
250,320 | $108,233,361 | |
| 4 | UBER |
Uber Technologies, Inc
|
1,273,304 | $91,588,756 | |
| 5 | NOW |
ServiceNow, Inc.
|
714,191 | $74,668,669 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
343,747 | $51,410,801 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
196,806 | $36,737,776 | |
| 8 | ADBE |
Adobe Inc.
|
135,648 | $32,973,315 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,737,776 | 196,806 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $159,892,258 | 603,572 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $190,001,241 | 801,693 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $189,568,634 | 695,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $152,292,421 | 567,493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $145,108,581 | 434,028 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,479,480 | 425,558 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $90,701,023 | 352,785 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,865,338 | 85,880 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,805,929 | 6,863 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,383,567 | 6,823 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $243,371 | 1,152 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $530,415 | 2,655 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $368,600 | 2,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $385,491 | 2,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,120 | 3,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $704,477 | 3,318 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,100,382 | 4,330 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,164,076 | 4,292 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $982,698 | 4,023 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $941,762 | 4,445 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $66,454,801 | 298,633 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $74,771,469 | 297,515 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $55,634,949 | 296,989 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $39,704,932 | 275,767 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||