Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$58,675,606
-$34,256,411 QoQ
Shares Held
314,328
-10.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.65031432134586.ToString("F0")%
Shared 0.ToString("F0")%
None 3.349685678654145.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Baird Financial Group, Inc. holds $937,194,246 across 34 Software - Application names. CRM ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,535,270 | $398,151,970 | |
| 2 | ADP |
Automatic Data Processing Inc
|
473,159 | $96,136,444 | |
| 3 | PAYX |
Paychex Inc
|
770,007 | $70,933,043 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
314,328 | $58,675,606 | |
| 5 | INTU |
Intuit Inc.
|
101,990 | $44,098,435 | |
| 6 | NOW |
ServiceNow, Inc.
|
413,802 | $43,262,999 | |
| 7 | IDCC |
InterDigital, Inc.
|
135,902 | $41,042,404 | |
| 8 | ROP |
Roper Technologies Inc
|
59,092 | $20,910,294 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,675,606 | 314,328 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $92,932,017 | 350,806 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $94,275,519 | 397,787 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $106,557,707 | 390,765 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $103,700,476 | 386,423 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $111,159,708 | 332,485 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $88,420,099 | 323,043 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $83,834,653 | 326,078 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $86,640,450 | 287,670 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $71,344,621 | 271,128 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,910,733 | 186,955 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,236,685 | 185,727 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,547,139 | 243,003 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,482,054 | 214,813 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $33,401,804 | 232,215 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $59,947,147 | 363,228 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $78,384,933 | 369,183 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $101,332,812 | 398,744 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $107,767,638 | 397,344 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $93,359,993 | 382,200 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $88,146,394 | 416,040 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $95,502,531 | 429,167 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $91,465,400 | 363,940 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $67,098,796 | 358,185 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $48,968,173 | 340,104 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||