O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 1423442 Stamford, CT

Position in CRM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$29,273,776

-$9,131,021 QoQ

Shares Held

156,821

+8.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.17%

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")%

Technology · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $276,947,552 across 49 Software - Application names. CRM ranks #1 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	156,821	$29,273,776
2	UBER	Uber Technologies, Inc	387,403	$27,865,897
3	INTU	Intuit Inc.	51,496	$22,265,840
4	ADP	Automatic Data Processing Inc	106,791	$21,697,795
5	NOW	ServiceNow, Inc.	189,327	$19,794,137
6	CDNS	Cadence Design Systems Inc	60,031	$16,680,813
7	SAP	Sap SE	91,591	$15,681,295
8	FICO	Fair Isaac Corp	14,547	$15,529,504

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,273,776	156,821	+8.2%	Shares	Sole	2026-05-13
2025-12-31	$38,404,797	144,973	+11.8%	Shares	Sole	2026-02-11
2025-09-30	$30,726,102	129,646	-6.8%	Shares	Sole	2025-11-13
2025-06-30	$37,934,451	139,112	+3.5%	Shares	Sole	2025-08-12
2025-03-31	$36,067,315	134,399	+15.2%	Shares	Sole	2025-05-13
2024-12-31	$39,009,624	116,680	+13.4%	Shares	Sole	2025-02-12
2024-09-30	$28,151,894	102,853	+10.1%	Shares	Sole	2024-11-12
2024-06-30	$24,023,166	93,439	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$27,881,136	92,573	+35.3%	Shares	Sole	2024-05-13
2023-12-31	$18,004,301	68,421	+17.5%	Shares	Sole	2024-02-09
2023-09-30	$11,810,718	58,244	+28.4%	Shares	Sole	2023-11-13
2023-06-30	$9,583,176	45,362	+3.7%	Shares	Sole	2023-08-11
2023-03-31	$8,741,174	43,754	+44.7%	Shares	Sole	2023-05-12
2022-12-31	$4,009,786	30,242	+1.0%	Shares	Sole	2023-02-10
2022-09-30	$4,305,562	29,933	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$5,020,021	30,417	+43.0%	Shares	Sole	2022-08-11
2022-03-31	$4,515,834	21,269	+39.0%	Shares	Sole	2022-05-13
2021-12-31	$3,889,459	15,305	-1.7%	Shares	Defined	2022-02-11
2021-09-30	$4,223,709	15,573	+20.7%	Shares	Sole	2021-11-10
2021-06-30	$3,151,327	12,901	+16.8%	Shares	Sole	2021-08-09
2021-03-31	$2,341,163	11,050	+17.0%	Shares	Sole	2021-05-14
2020-12-31	$2,101,128	9,442	+16.7%	Shares	Sole	2021-02-11
2020-09-30	$2,034,184	8,094	+39.8%	Shares	Sole	2020-11-12
2020-06-30	$1,084,640	5,790	+604.4%	Shares	Sole	2020-08-13
2020-03-31	$118,351	822	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.