Position in CRM
as of Mar 31, 2026
· filed Jun 15, 2026
Position Value
$181,840,660
-$85,228,621 QoQ
Shares Held
974,129
-3.4% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in CRM
reported options exposure · as of Jun 30, 2021CallValue
$9,770,800
CallShares
40,000
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 Mar 31, 2026Carmignac Gestion holds $593,249,559 across 9 Software - Application names. CRM ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
974,129 | $181,840,660 | |
| 2 | TEAM |
Atlassian Corp
|
2,603,770 | $177,707,302 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,513,849 | $158,272,912 | |
| 4 | WDAY |
Workday, Inc.
|
457,500 | $59,438,400 | |
| 5 | CSGS |
Csg Systems International Inc
|
103,097 | $8,241,574 | |
| 6 | SEMR |
SEMrush Holdings, Inc.
|
306,262 | $3,656,768 | |
| 7 | CWAN |
Clearwater Analytics Holdings, Inc.
|
90,586 | $2,142,358 | |
| 8 | ONTF |
ON24 INC.
|
178,555 | $1,446,295 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,840,660 | 974,129 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $267,069,281 | 1,008,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $117,183,939 | 494,447 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $64,913,854 | 238,050 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,359,421 | 8,792 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,566,336 | 4,685 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,342,546 | 12,212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,124,793 | 12,154 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $87,644,283 | 291,003 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $70,259,432 | 267,004 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,361,798 | 282,877 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $53,552,297 | 253,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $147,576,087 | 738,693 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,339,948 | 17,648 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $72,564,834 | 504,483 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $104,984,254 | 636,114 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $297,638,456 | 1,401,839 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $318,567,456 | 1,253,561 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $520,412,596 | 1,918,784 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,770,800 | 40,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $425,948,499 | 1,743,761 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $223,800,187 | 1,056,309 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $233,964,704 | 1,051,385 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $298,276,628 | 1,186,840 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $233,108,768 | 1,244,375 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $140,315,565 | 974,549 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||