Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$22,033,288
+$2,499,393 QoQ
Shares Held
140,644
+34.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#309
of 2,433 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Compagnie Lombard Odier SCmA holds $211,240,511 across 15 Software - Application names. CRM ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
926,107 | $66,827,880 | |
| 2 | DDOG |
Datadog, Inc.
|
239,925 | $62,466,873 | |
| 3 | NOW |
ServiceNow, Inc.
|
526,620 | $52,282,832 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
140,644 | $22,033,288 | |
| 5 | ADBE |
Adobe Inc.
|
30,440 | $6,240,808 | |
| 6 | SNOW |
Snowflake Inc.
|
3,100 | $788,950 | |
| 7 | INTU |
Intuit Inc.
|
1,140 | $297,540 | |
| 8 | NICE |
NICE Ltd.
|
1,350 | $122,647 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,033,288 | 140,644 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $19,533,895 | 104,644 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $39,031,309 | 147,338 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $42,702,186 | 180,178 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $57,584,491 | 211,172 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $56,253,354 | 209,619 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $71,459,693 | 213,740 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $63,882,544 | 233,395 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $60,815,462 | 236,544 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $65,147,942 | 216,309 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $74,324,944 | 282,454 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $55,979,851 | 276,062 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $61,181,740 | 289,604 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $63,750,796 | 319,105 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $39,958,382 | 301,368 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $45,308,736 | 314,994 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $68,107,880 | 412,675 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $87,079,013 | 410,131 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $79,748,026 | 313,808 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $68,947,106 | 254,211 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $53,000,482 | 216,975 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $3,388,225 | 15,992 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $2,306,968 | 10,367 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $972,105 | 3,868 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,006,898 | 5,375 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $706,941 | 4,910 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||