Position in CRM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$3,972,524
-$1,714,563 QoQ
Shares Held
21,281
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.31953385649170624.ToString("F0")%
Shared 0.ToString("F0")%
None 99.6804661435083.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SIGNATUREFD, LLC holds $41,002,096 across 102 Software - Application names. CRM ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
49,132 | $5,828,037 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
21,281 | $3,972,524 | |
| 3 | SAP |
Sap SE
|
19,563 | $3,349,381 | |
| 4 | UBER |
Uber Technologies, Inc
|
44,599 | $3,208,006 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
11,277 | $3,133,539 | |
| 6 | INTU |
Intuit Inc.
|
6,231 | $2,694,159 | |
| 7 | NOW |
ServiceNow, Inc.
|
21,386 | $2,235,906 | |
| 8 | ADBE |
Adobe Inc.
|
6,768 | $1,645,165 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,972,524 | 21,281 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,687,087 | 21,468 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,186,034 | 21,882 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,818,386 | 21,337 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,619,726 | 20,941 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,626,754 | 19,821 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,163,539 | 18,865 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,634,998 | 18,028 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,717,902 | 18,985 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,768,886 | 18,123 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,436,512 | 16,947 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,440,369 | 16,285 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,119,364 | 15,614 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,482,886 | 11,184 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,585,692 | 11,024 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,408,263 | 14,592 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,665,465 | 12,554 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,339,268 | 13,140 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,232,128 | 11,917 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,102,920 | 8,609 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,675,467 | 7,908 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,861,018 | 8,363 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,099,275 | 8,353 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,461,923 | 7,804 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,304,314 | 9,059 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||