Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$570,712
-$123,513 QoQ
Shares Held
3,643
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,509
of 2,461 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Copeland Capital Management, LLC holds $153,373,894 across 10 Software - Application names. CRM ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,682,498 | $93,765,612 | |
| 2 | PEGA |
Pegasystems Inc
|
1,406,961 | $42,166,620 | |
| 3 | BSY |
Bentley Systems Inc
|
546,221 | $16,326,544 | |
| 4 | CRM |
Salesforce, Inc.
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|
3,643 | $570,712 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
2,816 | $174,732 | |
| 6 | TRAK |
ReposiTrak, Inc.
|
9,633 | $86,697 | |
| 7 | KARO |
Karooooo Ltd.
|
1,756 | $86,676 | |
| 8 | IMMR |
Immersion Corp
|
12,681 | $85,850 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,712 | 3,643 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||