Position in CRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$221,518,488
-$98,547,098 QoQ
Shares Held
1,186,685
-1.8% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.18%
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,384,787,864 across 83 Software - Application names. CRM ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,843,395 | $420,315,402 | |
| 2 | INTU |
Intuit Inc.
|
820,557 | $354,792,435 | |
| 3 | SHOP |
Shopify Inc.
|
2,251,187 | $267,035,801 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,468,956 | $258,129,349 | |
| 5 | PAYX |
Paychex Inc
|
2,774,473 | $255,584,452 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,205,830 | $245,000,539 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,186,685 | $221,518,488 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
613,175 | $170,382,937 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,518,488 | 1,186,685 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $320,065,586 | 1,208,205 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,457,988 | 1,347,924 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $410,481,893 | 1,505,306 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $426,544,802 | 1,589,450 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $499,319,514 | 1,493,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $382,992,549 | 1,399,264 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $438,686,901 | 1,706,289 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $479,960,146 | 1,593,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $390,870,787 | 1,485,410 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $296,180,062 | 1,460,598 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $236,604,228 | 1,119,967 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $221,057,169 | 1,106,503 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $129,723,006 | 978,377 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $157,412,310 | 1,094,357 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $213,108,395 | 1,291,253 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $275,149,946 | 1,295,921 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $306,896,790 | 1,207,637 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $299,878,732 | 1,105,666 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $251,500,880 | 1,029,602 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $198,974,108 | 939,133 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $177,475,241 | 797,534 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $203,485,007 | 809,665 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $145,078,467 | 774,454 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $92,820,738 | 644,678 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||