Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,189,009
-$7,046,454 QoQ
Shares Held
39,506
-44.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#574
of 2,451 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $621,125,872 across 21 Software - Application names. CRM ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
470,684 | $176,657,118 | |
| 2 | SNOW |
Snowflake Inc.
|
546,161 | $138,997,974 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,825,795 | $131,749,367 | |
| 4 | ADP |
Automatic Data Processing Inc
|
394,545 | $88,358,352 | |
| 5 | ADSK |
Autodesk, Inc.
|
294,223 | $57,202,835 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
39,506 | $6,189,009 | |
| 7 | ADBE |
Adobe Inc.
|
26,157 | $5,362,708 | |
| 8 | SHOP |
Shopify Inc.
|
43,433 | $4,959,179 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,189,009 | 39,506 | Shares | Sole | 2026-08-10 | |
| 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 | $99,791,897 | 379,235 | 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. | ||||||