Cambridge Investment Research Advisors, Inc.
Position in CRM — Salesforce, Inc.
CIK 1419186
FAIRFIELD, IA
Position in CRM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$32,743,971
-$13,416,331 QoQ
Shares Held
175,411
+0.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $182,110,464 across 43 Software - Application names. CRM ranks #1 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
175,411 | $32,743,971 | |
| 2 | UBER |
Uber Technologies, Inc
|
295,487 | $21,254,379 | |
| 3 | SHOP |
Shopify Inc.
|
176,075 | $20,886,016 | |
| 4 | MSTR |
Strategy Inc
|
115,728 | $14,442,854 | |
| 5 | NOW |
ServiceNow, Inc.
|
129,422 | $13,531,070 | |
| 6 | ADBE |
Adobe Inc.
|
47,848 | $11,630,891 | |
| 7 | ADP |
Automatic Data Processing Inc
|
56,533 | $11,486,374 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
28,445 | $7,904,012 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,743,971 | 175,411 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,160,302 | 174,249 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,630,203 | 146,119 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,730,660 | 145,699 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $34,066,155 | 126,942 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $41,484,335 | 124,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,114,939 | 131,946 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $33,854,413 | 131,678 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $41,541,155 | 137,928 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $35,219,183 | 133,842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,095,758 | 128,690 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $26,961,846 | 127,624 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $24,237,109 | 121,319 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,462,759 | 139,247 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $23,400,898 | 162,687 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $26,010,634 | 157,602 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $35,320,705 | 166,356 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $45,241,747 | 178,026 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $46,649,840 | 172,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $38,869,952 | 159,127 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $33,606,819 | 158,620 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $31,976,448 | 143,695 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $31,643,701 | 125,910 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $20,656,129 | 110,266 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $15,175,348 | 105,399 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||