Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$86,366,234
-$41,782,123 QoQ
Shares Held
462,668
-4.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026Chevy Chase Trust Holdings, LLC holds $726,462,843 across 19 Software - Application names. CRM ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
485,077 | $134,788,345 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
462,668 | $86,366,234 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,015,582 | $73,050,812 | |
| 4 | INTU |
Intuit Inc.
|
138,106 | $59,714,272 | |
| 5 | ADBE |
Adobe Inc.
|
244,463 | $59,424,065 | |
| 6 | NOW |
ServiceNow, Inc.
|
516,155 | $53,964,005 | |
| 7 | SNOW |
Snowflake Inc.
|
352,390 | $53,147,459 | |
| 8 | ADP |
Automatic Data Processing Inc
|
212,338 | $43,142,834 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,366,234 | 462,668 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,148,357 | 483,743 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $116,091,843 | 489,839 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $138,729,673 | 508,745 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $135,229,286 | 503,910 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $168,458,522 | 503,869 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $142,833,647 | 521,843 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $136,808,051 | 532,120 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $162,029,719 | 537,983 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $143,491,293 | 545,304 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $111,369,614 | 549,214 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $119,324,717 | 564,824 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $116,501,906 | 583,151 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $76,525,246 | 577,157 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $87,678,822 | 609,558 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $99,456,074 | 602,618 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $126,328,488 | 594,991 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $149,834,539 | 589,598 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $162,443,963 | 598,938 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $144,751,714 | 592,589 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $131,029,093 | 618,441 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $147,195,360 | 661,463 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $170,236,627 | 677,370 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $136,217,946 | 727,155 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $108,852,335 | 756,024 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||