Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,909,644
-$8,956,160 QoQ
Shares Held
197,304
-7.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#264
of 2,451 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, 2026Swiss Life Asset Management Ltd holds $562,850,418 across 63 Software - Application names. CRM ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
442,093 | $99,006,726 | |
| 2 | PAYX |
Paychex Inc
|
888,495 | $87,365,713 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
125,924 | $47,261,794 | |
| 4 | ADBE |
Adobe Inc.
|
216,444 | $44,375,348 | |
| 5 | NOW |
ServiceNow, Inc.
|
402,358 | $39,946,101 | |
| 6 | INTU |
Intuit Inc.
|
152,672 | $39,847,392 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
197,304 | $30,909,644 | |
| 8 | UBER |
Uber Technologies, Inc
|
410,821 | $29,644,842 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,909,644 | 197,304 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $39,865,804 | 213,563 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $65,651,585 | 247,826 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $65,311,749 | 275,577 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $71,480,774 | 262,132 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $68,300,303 | 254,510 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $84,300,639 | 252,148 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $51,102,751 | 186,704 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $41,068,382 | 159,737 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $48,828,204 | 162,123 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $47,564,659 | 180,758 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $34,283,405 | 169,067 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $30,028,707 | 142,141 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $25,380,450 | 127,042 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $19,784,947 | 149,219 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $20,741,295 | 144,197 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $23,514,403 | 142,477 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $32,147,795 | 151,412 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $39,612,259 | 155,874 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $43,535,148 | 160,516 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $39,377,545 | 161,205 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $34,871,894 | 164,591 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $36,414,363 | 163,638 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $11,829,883 | 47,071 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $8,538,313 | 45,579 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $6,429,426 | 44,655 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||