Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,827,685
-$1,366,069 QoQ
Shares Held
9,791
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Arax Advisory Partners holds $23,426,018 across 109 Software - Application names. CRM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
26,867 | $2,474,988 | |
| 2 | ROP |
Roper Technologies Inc
|
6,931 | $2,452,603 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
9,791 | $1,827,685 | |
| 4 | NOW |
ServiceNow, Inc.
|
14,870 | $1,554,658 | |
| 5 | UBER |
Uber Technologies, Inc
|
21,212 | $1,525,779 | |
| 6 | INTU |
Intuit Inc.
|
2,787 | $1,205,043 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
4,057 | $1,127,318 | |
| 8 | ADBE |
Adobe Inc.
|
4,093 | $994,926 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,827,685 | 9,791 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,193,754 | 12,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,764,034 | 15,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,708,402 | 6,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $972,536 | 3,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,712,772 | 5,123 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $266,593 | 974 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $234,732 | 913 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $128,301 | 426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $114,991 | 437 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $91,858 | 453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,910 | 596 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,142 | 261 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $35,136 | 265 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $48,617 | 338 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $60,734 | 368 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $47,772 | 225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $52,350 | 206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $77,568 | 286 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $217,644 | 891 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $48,956 | 220 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $42,473 | 169 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,038 | 139 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $20,445 | 142 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||