Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,609,916
-$269,646 QoQ
Shares Held
23,043
+10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#750
of 2,451 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026ALPS ADVISORS INC holds $93,127,512 across 35 Software - Application names. CRM ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
319,275 | $31,394,310 | |
| 2 | IDCC |
InterDigital, Inc.
|
40,409 | $11,441,000 | |
| 3 | ADP |
Automatic Data Processing Inc
|
35,999 | $8,061,976 | |
| 4 | SNOW |
Snowflake Inc.
|
14,933 | $3,800,448 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
23,043 | $3,609,916 | |
| 6 | NOW |
ServiceNow, Inc.
|
29,909 | $2,969,365 | |
| 7 | DDOG |
Datadog, Inc.
|
10,556 | $2,748,360 | |
| 8 | UBER |
Uber Technologies, Inc
|
37,469 | $2,703,763 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,609,916 | 23,043 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $3,879,562 | 20,783 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,176,341 | 19,540 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,084,835 | 21,455 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,951,051 | 10,822 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,900,703 | 10,809 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,675,977 | 8,004 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,497,056 | 9,123 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,123,250 | 12,148 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,398,515 | 11,284 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,784,810 | 10,583 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,461,749 | 12,140 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,596,596 | 12,291 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,895,211 | 14,492 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,848,563 | 21,484 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,503,510 | 24,357 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,415,314 | 26,753 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,819,608 | 13,280 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,738,759 | 14,712 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,929,163 | 14,487 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,027,767 | 16,489 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $3,603,484 | 17,008 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $3,626,348 | 16,296 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $2,478,014 | 9,860 | Shares | Other | 2020-11-05 | |
| 2020-06-30 | $2,712,725 | 14,481 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,341,546 | 16,263 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||