Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,541,765
-$52,670,238 QoQ
Shares Held
380,070
-36.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#174
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 6%
None 29%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$15,666
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. CRM ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,175,117 | $84,796,442 | |
| 2 | NOW |
ServiceNow, Inc.
|
604,392 | $60,004,037 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
380,070 | $59,541,765 | |
| 4 | ADP |
Automatic Data Processing Inc
|
246,431 | $55,188,221 | |
| 5 | DDOG |
Datadog, Inc.
|
192,403 | $50,094,044 | |
| 6 | PAYX |
Paychex Inc
|
476,046 | $46,809,602 | |
| 7 | INTU |
Intuit Inc.
|
160,046 | $41,772,006 | |
| 8 | ADBE |
Adobe Inc.
|
197,288 | $40,447,984 |
All Filings in CRM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,666 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $59,541,765 | 380,070 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $112,212,003 | 601,125 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $18,667 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $141,445,514 | 533,938 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $152,400,243 | 643,039 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $178,343,350 | 654,015 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $163,506,112 | 609,279 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $178,248,373 | 533,151 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $151,532,972 | 553,626 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $118,220,750 | 459,824 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $108,554,006 | 360,429 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $84,604,067 | 3,483,670 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $52,146,499 | 257,158 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $63,595,175 | 301,028 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $55,639,129 | 278,502 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $36,737,241 | 277,074 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,481,164 | 79,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,348,930 | 80,883 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,627,655 | 83,024 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $19,541,580 | 76,896 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,481,190 | 71,828 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $17,120,640 | 70,089 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $15,086,415 | 71,206 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $20,008,339 | 89,913 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,604,467 | 78,006 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,739,881 | 46,655 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,737,432 | 25,958 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||