Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,256,815
-$8,081,613 QoQ
Shares Held
140,659
+8.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. CRM ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in CRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,256,815 | 140,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,338,428 | 129,623 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,781,593 | 66,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,598,640 | 60,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,257,248 | 60,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,454,259 | 16,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,752,427 | 10,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,790,049 | 10,852 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,910,301 | 9,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,086,504 | 4,129 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $741,769 | 3,658 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $804,478 | 3,808 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $291,878 | 1,461 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $226,727 | 1,710 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $243,664 | 1,694 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $224,618 | 1,361 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $246,502 | 1,161 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $345,616 | 1,360 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $394,624 | 1,455 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $365,915 | 1,498 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $200,005 | 944 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||