Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,541,534
-$781,574 QoQ
Shares Held
9,840
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,051
of 2,451 holders
Holding Since
Dec 2020
23 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, 2026Lazard Freres Gestion S.A.S. holds $10,066,374 across 7 Software - Application names. CRM ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,870 | $2,578,448 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,945 | $1,682,299 | |
| 3 | UBER |
Uber Technologies, Inc
|
23,300 | $1,681,328 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
9,840 | $1,541,534 | |
| 5 | TYL |
Tyler Technologies Inc
|
3,910 | $1,143,518 | |
| 6 | VERX |
Vertex, Inc.
|
95,660 | $1,098,176 | |
| 7 | DDOG |
Datadog, Inc.
|
1,310 | $341,071 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,534 | 9,840 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $2,323,108 | 12,445 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $9,498,083 | 35,854 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $9,147,726 | 38,598 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $11,155,747 | 40,910 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $11,946,045 | 44,515 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $6,452,569 | 19,300 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $5,775,281 | 21,100 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $6,244,187 | 24,287 | Shares | Other | 2024-07-29 | |
| 2024-03-31 | $7,481,010 | 24,839 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $5,586,988 | 21,232 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $4,467,648 | 22,032 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $4,248,227 | 20,109 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,294 | 19,464 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $2,634,430 | 19,869 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,901,108 | 20,169 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,328,691 | 20,169 | Shares | Other | 2022-07-28 | |
| 2022-03-31 | $4,282,282 | 20,169 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $5,430,503 | 21,369 | Shares | Other | 2022-01-20 | |
| 2021-09-30 | $5,588,759 | 20,606 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $5,028,786 | 20,587 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $3,429,539 | 16,187 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $3,602,093 | 16,187 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||