Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$68,881
-$49,533 QoQ
Shares Held
369
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026Magellan Asset Management Ltd holds $156,770,311 across 2 Software - Application names. CRM ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
362,416 | $156,701,430 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
369 | $68,881 |
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,881 | 369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $118,414 | 447 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $105,939 | 447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,457,158 | 78,687 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,332,117 | 72,038 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $30,051,252 | 89,885 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $29,426,288 | 107,509 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,385,658 | 102,628 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,985,509 | 86,279 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,291,783 | 179,721 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,659,658 | 220,237 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,650,326 | 225,553 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $44,958,291 | 225,039 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,151,937 | 174,613 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,695,913 | 164,738 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,275,995 | 165,269 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,374,205 | 128,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $524,270 | 2,063 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $522,098 | 1,925 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $459,227 | 1,880 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $388,781 | 1,835 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $272,599 | 1,225 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $102,789 | 409 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||