Position in CRM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$694,225
-$12,694,325 QoQ
Shares Held
3,719
-92.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 78.0855068566819.ToString("F0")%
Shared 0.ToString("F0")%
None 21.914493143318094.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Copeland Capital Management, LLC holds $174,681,113 across 10 Software - Application names. CRM ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,755,852 | $85,000,794 | |
| 2 | PEGA |
Pegasystems Inc
|
1,123,518 | $47,816,924 | |
| 3 | BSY |
Bentley Systems Inc
|
687,682 | $24,151,390 | |
| 4 | INTU |
Intuit Inc.
|
36,496 | $15,780,139 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,178 | $848,886 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,719 | $694,225 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
3,543 | $239,400 | |
| 8 | KARO |
Karooooo Ltd.
|
1,417 | $70,623 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $694,225 | 3,719 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,388,550 | 50,540 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,403,632 | 52,336 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,020,037 | 55,081 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $14,821,254 | 55,229 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,769,954 | 56,142 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,694,530 | 64,647 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,285,165 | 36,115 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||