Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$208,137
+$102,968 QoQ
Shares Held
1,115
+180.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026ATLAS CAPITAL ADVISORS INC. holds $2,304,006 across 22 Software - Application names. CRM ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
10,464 | $445,347 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
2,458 | $367,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
2,635 | $211,827 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
1,115 | $208,137 | |
| 5 | NATL |
NCR Atleos Corp
|
4,333 | $188,832 | |
| 6 | INTU |
Intuit Inc.
|
422 | $182,464 | |
| 7 | BL |
Blackline, Inc.
|
3,520 | $130,240 | |
| 8 | ADBE |
Adobe Inc.
|
447 | $108,656 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,137 | 1,115 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $105,169 | 397 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $231,786 | 850 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $106,002 | 395 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $132,060 | 395 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $108,115 | 395 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $101,554 | 395 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $118,966 | 395 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $103,940 | 395 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $80,098 | 395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $83,447 | 395 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $109,079 | 546 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $49,588 | 374 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $63,433 | 441 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $97,538 | 591 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $353,512 | 1,665 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $822,872 | 3,238 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $160,291 | 591 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $144,363 | 591 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $58,052 | 274 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $178,024 | 800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||