Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,982,774
-$23,982,409 QoQ
Shares Held
257,046
-5.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19.68908288788777.ToString("F0")%
Shared 0.ToString("F0")%
None 80.31091711211222.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $412,536,070 across 172 Software - Application names. CRM ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
817,613 | $58,810,900 | |
| 2 | SHOP |
Shopify Inc.
|
454,787 | $53,946,831 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
257,046 | $47,982,774 | |
| 4 | NOW |
ServiceNow, Inc.
|
352,569 | $36,861,087 | |
| 5 | ADP |
Automatic Data Processing Inc
|
116,337 | $23,637,350 | |
| 6 | ADBE |
Adobe Inc.
|
80,762 | $19,631,624 | |
| 7 | IDCC |
InterDigital, Inc.
|
63,131 | $19,065,562 | |
| 8 | INTU |
Intuit Inc.
|
38,303 | $16,561,449 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,982,774 | 257,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,965,183 | 271,659 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $78,175,635 | 329,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,009,517 | 286,074 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $66,956,892 | 249,504 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $87,228,700 | 260,906 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $65,893,216 | 240,741 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $59,905,325 | 233,004 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $76,134,083 | 252,786 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $82,970,669 | 315,310 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $80,173,729 | 395,373 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,346,200 | 295,116 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $59,972,151 | 300,191 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $39,373,258 | 296,955 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $39,923,506 | 277,555 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $45,347,212 | 274,765 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $61,785,541 | 291,002 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $70,205,695 | 276,259 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $72,958,175 | 269,000 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $58,966,041 | 241,397 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $53,170,467 | 250,958 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $56,173,466 | 252,431 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $56,401,984 | 224,423 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,902,188 | 218,343 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $161,645,620 | 1,122,695 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||