Position in CRM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,235,463
-$10,632,928 QoQ
Shares Held
70,903
-21.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $764,484,790 across 22 Software - Application names. CRM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,214,190 | $231,196,686 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
466,472 | $129,618,574 | |
| 3 | INTU |
Intuit Inc.
|
216,815 | $93,746,469 | |
| 4 | SNOW |
Snowflake Inc.
|
586,347 | $88,432,854 | |
| 5 | ADP |
Automatic Data Processing Inc
|
406,457 | $82,583,933 | |
| 6 | ADSK |
Autodesk, Inc.
|
292,740 | $70,081,956 | |
| 7 | ADBE |
Adobe Inc.
|
163,622 | $39,773,235 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
70,903 | $13,235,463 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,235,463 | 70,903 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,868,391 | 90,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,809,117 | 96,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $64,863,134 | 237,864 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $85,862,855 | 319,954 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $105,209,304 | 314,687 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $87,476,347 | 319,595 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $93,311,102 | 362,937 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $119,599,180 | 397,102 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,716,979 | 21,726 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $78,390,286 | 386,578 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,168,439 | 242,206 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $51,333,071 | 256,948 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $35,252,631 | 265,877 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $89,231,719 | 620,354 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $109,319,690 | 662,383 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $145,911,187 | 687,223 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $171,227,457 | 673,779 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $161,230,254 | 594,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $137,995,939 | 564,932 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $139,605,380 | 658,920 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $240,657,961 | 1,081,463 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $238,513,486 | 949,043 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $154,650,843 | 825,553 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||