Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,562,680
+$5,751,827 QoQ
Shares Held
341,904
+33.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#185
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$860,957
PutShares
3,250
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026BANQUE PICTET & CIE SA holds $179,655,042 across 15 Software - Application names. CRM ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
341,904 | $53,562,680 | |
| 2 | UBER |
Uber Technologies, Inc
|
496,852 | $35,852,840 | |
| 3 | ADBE |
Adobe Inc.
|
126,871 | $26,011,092 | |
| 4 | WDAY |
Workday, Inc.
|
202,374 | $24,774,625 | |
| 5 | ZM |
Zoom Communications, Inc.
|
133,775 | $11,546,120 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,222 | $9,231,666 | |
| 7 | ADSK |
Autodesk, Inc.
|
38,047 | $7,397,097 | |
| 8 | VERX |
Vertex, Inc.
|
547,975 | $6,290,753 |
All Filings in CRM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,562,680 | 341,904 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,810,853 | 256,125 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $860,957 | 3,250 | Put | Sole | 2026-01-16 | |
| 2025-12-31 | $87,428,247 | 330,030 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $79,914,267 | 337,191 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $103,332 | 436 | Put | Sole | 2025-10-21 | |
| 2025-06-30 | $84,956,296 | 311,549 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $69,535 | 255 | Put | Sole | 2025-07-16 | |
| 2025-03-31 | $68,431 | 255 | Put | Sole | 2025-04-30 | |
| 2025-03-31 | $92,840,483 | 345,955 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $125,595,745 | 375,664 | Shares | Sole | 2025-01-30 | |
| 2024-12-31 | $85,254 | 255 | Put | Sole | 2025-01-30 | |
| 2024-09-30 | $102,870,071 | 375,836 | Shares | Sole | 2024-10-21 | |
| 2024-09-30 | $69,796 | 255 | Put | Sole | 2024-10-21 | |
| 2024-06-30 | $105,090,910 | 408,755 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $123,797,930 | 411,043 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $113,907,780 | 432,879 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $86,574,690 | 426,939 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $91,543,183 | 433,320 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,331,927 | 442,146 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $54,585,314 | 411,685 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $56,948,269 | 395,914 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $66,446,754 | 402,610 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $84,144,539 | 396,310 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $99,025,820 | 389,666 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $90,292,935 | 332,914 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,382,095 | 103,910 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $23,953,598 | 113,058 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $25,455,429 | 114,391 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $28,145,075 | 111,989 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $20,770,963 | 110,879 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,687,052 | 108,953 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||