Position in CRM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,107,513
-$938,651 QoQ
Shares Held
5,933
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SIGNET FINANCIAL MANAGEMENT, LLC holds $11,836,921 across 6 Software - Application names. CRM ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
60,670 | $4,099,471 | |
| 2 | UBER |
Uber Technologies, Inc
|
42,048 | $3,024,512 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,987 | $1,566,890 | |
| 4 | ADBE |
Adobe Inc.
|
6,142 | $1,492,997 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
5,933 | $1,107,513 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,685 | $545,538 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,107,513 | 5,933 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,046,164 | 7,724 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,862,109 | 7,857 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,154,796 | 7,902 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,113,066 | 7,874 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,674,640 | 8,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,206,376 | 8,061 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,507,634 | 5,864 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,773,950 | 5,890 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,489,635 | 5,661 | Shares | Sole | 2024-01-30 | |
| 2021-12-31 | $166,963 | 657 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||