Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,000,436
-$5,980,930 QoQ
Shares Held
75,001
-0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 62.08901095970775.ToString("F0")%
Shared 0.ToString("F0")%
None 37.91098904029226.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$186
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $105,820,496 across 41 Software - Application names. CRM ranks #1 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
75,001 | $14,000,436 | |
| 2 | NOW |
ServiceNow, Inc.
|
93,337 | $9,758,383 | |
| 3 | INTU |
Intuit Inc.
|
21,943 | $9,487,713 | |
| 4 | UBER |
Uber Technologies, Inc
|
93,533 | $6,727,828 | |
| 5 | PAYX |
Paychex Inc
|
67,879 | $6,253,013 | |
| 6 | ADBE |
Adobe Inc.
|
23,021 | $5,595,943 | |
| 7 | SHOP |
Shopify Inc.
|
43,809 | $5,196,622 | |
| 8 | PCOR |
Procore Technologies, Inc.
|
72,925 | $4,156,725 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,000,436 | 75,001 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $186 | 1 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $19,981,366 | 75,427 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,823,014 | 79,422 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,946,545 | 87,816 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $20,927,249 | 77,982 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $20,298,177 | 60,713 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $19,198,293 | 70,141 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $25,726,197 | 100,063 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $29,454,500 | 97,797 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $25,766,668 | 97,920 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $20,386,487 | 100,535 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $21,887,169 | 103,603 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $23,913,466 | 119,699 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $14,927,645 | 112,585 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $17,729,286 | 123,257 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $16,820,711 | 101,919 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $20,072,732 | 94,540 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,752,774 | 109,207 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,079,064 | 125,651 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $30,345,417 | 124,229 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,981,538 | 108,470 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,395,316 | 51,208 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,208,638 | 76,431 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||