Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$129,802,679
+$36,133,540 QoQ
Shares Held
828,563
+65.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#105
of 2,451 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$27,981,833
PutShares
149,900
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, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names. CRM ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,802,679 | 828,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $93,669,139 | 501,790 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $27,981,833 | 149,900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $98,235,250 | 370,825 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $42,359,109 | 159,900 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $77,866,587 | 328,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $110,464,810 | 405,093 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $101,355,814 | 377,686 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $160,379,103 | 479,703 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $214,669,384 | 784,295 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $143,082,063 | 556,523 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $617,040 | 2,400 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $155,192,933 | 515,283 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $135,233,698 | 513,923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,730,276 | 664,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $121,035,924 | 572,924 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,403,706 | 617,698 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,575,107 | 87,300 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $48,438,972 | 365,329 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $172,816,568 | 1,201,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $111,536,507 | 675,815 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $184,619,034 | 869,532 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $431,767 | 1,718 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $597,582 | 3,190 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $395,225 | 2,745 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||