Position in CRM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,271,841,506
-$23,789,323 QoQ
Shares Held
6,813,315
+39.3% QoQ
Ownership
0.832%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.62084169013175.ToString("F0")%
Shared 0.ToString("F0")%
None 45.37915830986825.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$34,179,650
CallShares
183,102
PutValue
$99,271,106
PutShares
531,800
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, 2026UBS Group AG holds $13,321,227,646 across 216 Software - Application names. CRM ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,271,106 | 531,800 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $34,179,650 | 183,102 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $1,271,841,506 | 6,813,315 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,295,630,829 | 4,890,834 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $162,232,473 | 612,406 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $218,259,349 | 823,900 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $1,389,796,914 | 5,864,122 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $190,660,338 | 804,474 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $197,918,700 | 835,100 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $1,678,301,141 | 6,154,612 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $163,968,497 | 601,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $131,526,567 | 482,330 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $192,736,152 | 718,200 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $165,989,515 | 618,533 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $1,597,427,924 | 5,952,556 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,844,071,663 | 5,515,723 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $242,808,165 | 726,253 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $344,727,663 | 1,031,100 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $253,400,718 | 925,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,535,381,437 | 5,609,519 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $172,539,393 | 630,373 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $337,366,620 | 1,312,200 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $114,936,297 | 447,049 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,322,069,125 | 5,142,237 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $128,356,892 | 426,180 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $196,519,950 | 652,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $1,596,604,568 | 5,301,164 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $102,418,035 | 389,215 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $1,016,004,586 | 3,861,080 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $562,718,311 | 2,138,475 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $352,593,864 | 1,738,800 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $722,702,236 | 3,563,972 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $56,136,398 | 276,834 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $351,431,010 | 1,663,500 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $160,020,154 | 757,456 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $859,250,187 | 4,067,264 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,510,341 | 402,995 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $330,296,274 | 1,653,300 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $743,431,720 | 3,721,252 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $93,794,166 | 707,400 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $110,778,547 | 835,497 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $438,331,131 | 3,305,914 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $127,844,992 | 888,800 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $139,034,593 | 966,592 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $842,662,037 | 5,858,329 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $112,956,511 | 684,419 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $852,011,732 | 5,162,456 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $160,896,670 | 974,895 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $212,914,496 | 1,002,800 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,148,128,462 | 5,407,538 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||