Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,351,455
-$3,217,323 QoQ
Shares Held
28,668
-11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Caprock Group, LLC holds $64,990,115 across 29 Software - Application names. CRM ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHYM |
Chime Financial, Inc.
|
470,692 | $8,816,061 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,475 | $8,018,396 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
28,668 | $5,351,455 | |
| 4 | INTU |
Intuit Inc.
|
10,345 | $4,472,971 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
12,566 | $3,491,714 | |
| 6 | SAP |
Sap SE
|
16,944 | $2,900,982 | |
| 7 | ADSK |
Autodesk, Inc.
|
12,028 | $2,879,503 | |
| 8 | NOW |
ServiceNow, Inc.
|
27,170 | $2,840,623 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,351,455 | 28,668 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,568,778 | 32,346 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,185,312 | 42,976 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $11,267,094 | 41,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,485,888 | 37,346 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,071,296 | 33,142 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,631,104 | 33,571 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,626,042 | 18,680 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,775,727 | 18,149 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,411,165 | 16,822 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,274,741 | 15,501 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,186,091 | 15,948 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,658,435 | 12,508 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,222,903 | 15,454 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,600,040 | 15,754 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,188,409 | 15,017 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,739,268 | 14,714 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,968,491 | 14,632 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,225,096 | 13,203 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,854,524 | 13,473 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,439,646 | 15,457 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,816,545 | 15,186 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,284,864 | 12,197 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,537,994 | 10,682 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||